David M Perry

Overview

David M Perry is an insurance agent, a registered representative and an investment adviser representative based in East Moline, IL, with 24 years in the industry.

Years in the industry

24

States licensed

1

States registered

9

Exams passed

3

Contact

1 business email and 2 phone numbers on file

Registrations and licenses

• Licensed in 1 state
• Registered in 9 states

• Producer
• Series 66
• Series 7
• SIE

3 lines of authority, with every state and its dates

Firms

• Purshe Kaplan Sterling InvestmentsCurrent firm
• PR Wealth Management GroupCurrent firm

Employment history since 2002

Carriers

Carrier appointments, active and past

Book and practice

Firm assets under management on file