Michael Perri

Michael Perri Email and Phone Number

Financial Advisor at Equitable Advisors @ Equitable Advisors
Michael Perri's Location
New Fairfield, Connecticut, United States, United States
Michael Perri's Contact Details

Michael Perri work email

Michael Perri personal email

n/a
About Michael Perri

With over a decade of industry experience at organizations such as Merrill Lynch and Fidelity Investments, Michael has the knowledge to help navigate you and your family through your ever-changing financial landscape. After receiving his Bachelors of Science from the Ancell School of business at Western Connecticut State University, Michael started his financial career in New York City, just steps from the New York Stock Exchange. He later gathered invaluable experience in multiple capacities at Well Fargo Advisors, Merrill Lynch, TD Ameritrade and Fidelity. He believes that everyone’s financial situation is unique and should be treated as such. Rather than a cookie cutter, one size fits all style, Michael works with his clients to understand their unique situations, then utilizes our partnerships and resources to build and implement tailored plans to help them work toward reaching their specific goals. He finds that this is the best way to deliver true value to each and every one of his clients.Michael has lived in Fairfield County Connecticut for over 25 years with his wife, 2 sons and their Olde English Bulldog, Luna. Outside of the office, Michael is an avid outdoorsman and enjoys grounding himself in nature whenever he can. He also enjoys coaching his son’s youth football and baseball teams. To better serve his clients in reaching their financial goals, Michael holds a Series 7, 65, 66 with LPL Financial and Life Accident and Health Insurance Licenses.

Michael Perri's Current Company Details
Equitable Advisors

Equitable Advisors

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Financial Advisor at Equitable Advisors
Michael Perri Work Experience Details
  • Equitable Advisors
    Financial Advisor
    Equitable Advisors Jul 2023 - Present
  • American Strategic Advisors
    Wealth Manager
    American Strategic Advisors Sep 2022 - Aug 2023
    Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
  • Fidelity Investments
    Financial Consultant
    Fidelity Investments 2020 - 2022
    Boston, Ma, Us
  • Td Ameritrade
    Senior Financial Consultant
    Td Ameritrade 2019 - 2020
    Omaha, Ne, Us
  • Merrill Lynch
    Senior Private Wealth Associate
    Merrill Lynch 2013 - 2019
    New York, Ny, Us
  • Axa Advisors, Llc
    Financial Consultant
    Axa Advisors, Llc 2012 - 2013
    New York, Ny, Us
  • Wells Fargo Advisors
    Financial Advisor
    Wells Fargo Advisors 2010 - 2012
    St. Louis, Missouri, Us

Michael Perri Education Details

  • Western Connecticut State University
    Western Connecticut State University
    Law

Frequently Asked Questions about Michael Perri

What company does Michael Perri work for?

Michael Perri works for Equitable Advisors

What is Michael Perri's role at the current company?

Michael Perri's current role is Financial Advisor at Equitable Advisors.

What is Michael Perri's email address?

Michael Perri's email address is mi****@****fmr.com

What schools did Michael Perri attend?

Michael Perri attended Western Connecticut State University.

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