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Florence M Perry is a financial advisor professional located in Newton, NJ. They specialize in financial advisory. With over 30 years of experience, they bring deep expertise to every client.
Florence M Perry - Wells Fargo Clearing Services, Llc holds an active professional license (FINRA CRD) for your protection.
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Florence M Perry operates as a financial advisor through Wells Fargo Clearing Services, LLC, based in Newton, New Jersey. With 30 years in the financial services industry, Perry brings extensive experience to client relationships. The business is registered with a FINRA CRD license number, indicating participation in the Financial Industry Regulatory Authority's Central Registration Depository system. This registration reflects the firm's regulatory standing within the securities and investment advisory sector.
Florence M Perry holds a FINRA CRD registration, which means the advisor and their firm are registered with the Financial Industry Regulatory Authority. FINRA is a self-regulatory organization that oversees brokers and investment advisors in the United States. This registration indicates that Perry has met baseline regulatory requirements and is subject to FINRA's rules, examinations, and ongoing compliance oversight. Clients working with a FINRA-registered advisor have access to FINRA's dispute resolution processes and investor protection mechanisms. The CRD system maintains detailed records of the advisor's qualifications, employment history, and any disciplinary actions.