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Joseph Perrini

6 Years of Experience
Tampa, FL
BrokerSells Insurance

Joseph Perrini is a registered investment advisor, based in Tampa, FL, with 6 years of industry experience.

Location

3708 West Swann Avenue, Suite 103, Tampa, FL, 33609

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Joseph sells fixed insurance products including life, disability, and annuities, and owns rental property. He also participates in a continuing education academy, provides business management consulting referrals, and sells fixed and variable products as a financial advisor, dedicating about a quarter of his time to this.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
May 2024 - Present · 2 yrs
Cetera Investment Advisers LLC
May 2024 - Present · 2 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2019 - May 2024 · 4 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2019 - May 2024 · 5 yrs
State Registrations10 states
DCFLGAILMINCNYOHPATX
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.
Joseph Perrini - Financial Advisor | TrueAdvisor