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David Mark Perry is a financial advisor professional located in East Moline, IL. They specialize in financial advisory. With over 23 years of experience, they bring deep expertise to every client.
David Mark Perry - Purshe Kaplan Sterling Investments holds an active professional license (FINRA CRD) for your protection.
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David Mark Perry is a financial advisor based in East Moline, Illinois, operating through Purshe Kaplan Sterling Investments. With 23 years in the financial services industry, Perry brings extensive experience to client portfolios and investment planning. He holds a FINRA CRD registration, which governs his practice in securities and investment advisory services. Perry works with clients seeking professional guidance on financial matters and investment strategies aligned with their long-term goals.
David Mark Perry's FINRA CRD (Central Registration Depository) registration indicates he is registered with the Financial Industry Regulatory Authority, the primary regulatory body overseeing securities brokers and investment advisors in the United States. This registration means Perry has met FINRA's qualification requirements and operates under their regulatory oversight. A FINRA CRD registration signals that a financial professional has passed required examinations, maintains compliance with industry standards, and is subject to ongoing regulatory supervision. This provides clients with assurance that their advisor operates within established legal and ethical frameworks governing the securities industry.