JP
JP

Joseph Perrone

3 Years of Experience
Tamps, FL
BrokerSells Insurance

Joseph Perrone is a registered investment advisor, based in Tamps, FL, with 3 years of industry experience.

Location

6550 W Hillsborough Ave, Suite 130, Tamps, FL, 33634

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Joseph is a partner in an investment club, EQM Capital, dedicating a few hours per week to running meetings and maintaining paperwork. He is also a financial consultant at Florida Financial Advisors, sells fixed insurance through Florida Financial Insurance (a few hours per week), and is a registered representative at Trinity Wealth Securities, LLC, dedicating full-time hours to both Florida Financial Advisors and Trinity Wealth Securities.

Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
September 2023 - Present · 2 yrs 10 mos
Florida Financial Advisors, LLC
September 2022 - Present · 3 yrs 10 mos
State Registrations2 states
FLTX
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 Perrone - Financial Advisor | TrueAdvisor