Perry Weyser is a CFP-designated registered investment advisor, based in Ocean, NJ, with 27 years of industry experience.
Location
3321 Doris Ave., Ocean, NJ, 07712
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Perry sells equity indexed annuities through Avantax Insurance Agency, dedicating a few hours per week. He is also a partner at Goode & Weyser, CPA, LLC, where he spends about half his time preparing tax returns. Perry also acts as a referral partner for Merchant Advocate, spending minimal time reviewing credit card processing systems for potential savings for his clients.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations11 states
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