Steffen Perry is a registered investment advisor, based in Raleigh, NC, with 13 years of industry experience.
Location
501 Fayetteville St Floor 7, Raleigh, NC, 27601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steffen works as a Wealth Advisor for First National Trust Company and FNB Investment Advisors Inc. He does not make investment decisions, participate in the execution of transactions, or recommend specific investment portfolios.
Employment History
Current Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
PNC InvestmentsBroker
PNC Investments
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Centura Securities, INC.Broker
First Union Brokerage Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.