Patrick J. Perry
Professional summary
Patrick Joseph Perry, who also goes by P.j. Perry, Patrick Perry, is a registered financial professional currently at THE LEADERS GROUP, INC. located in Summit, New Jersey.
Patrick is registered as a RR (Registered Representative) and started their career in finance in 2019. Patrick has worked at 2 firms and has passed the Series 63, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Patrick Joseph Perry's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 19, 2021 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901August 8, 2019 - January 14, 2021
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
Series 6TO
Date: 8/8/2019
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
THE LEADERS GROUP, INC.
CRD#: 37157 / SEC#: , 8-47639
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 4 |
Red Flags
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