JP
JP
Joseph Perri
28 Years of Experience
Huntington Station, NY
1 DisclosureBrokerSells Insurance
Joseph Perri is a registered investment advisor, based in Huntington Station, NY, with 28 years of industry experience.
Location
720 East Jericho Turnpike Suite 1, Huntington Station, NY, 11746
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Regulatory History (1)
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Customer Dispute
March 2004Settled
Other Business ActivitiesSells Insurance
Joseph is an advisory representative of a Registered Investment Advisor (RIA), dedicating about 10-20% of his time. He is also an independent insurance agent for various independent insurance companies, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
July 2025 - Present · 10 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
April 2021 - July 2025 · 4 yrs 3 mos
Cambridge Investment Research, INC.Broker
August 2015 - July 2025 · 9 yrs 11 mos
LPL Financial LLCBroker
December 2008 - August 2015 · 6 yrs 8 mos
Chase Investment Services CORP.Broker
October 2005 - December 2008 · 3 yrs 2 mos
Fiserv Investor Services, INC.Broker
September 2004 - August 2005 · 11 mos
H&r Block Financial Advisors, INC.Broker
March 2003 - September 2004 · 1 yr 6 mos
Wm Financial Services, INC.Broker
May 2002 - February 2003 · 9 mos
Dime Securities, INC.Broker
January 2002 - May 2002 · 4 mos
Morgan Stanley Dw INC.Broker
September 1997 - December 2001 · 4 yrs 3 mos
State Registrations3 states
FLNYSC
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.