| West, Perry L. |
|
Industry Background
-Active in the securities business since 1970, with past affiliations through large financial services firms
-Represents a multitude of investment companies
|
Area of Concentration
Investment and insurance planning for individuals, retirees and small business owners.
|
State Registrations and Licenses
Insurance
Illinois
Tennessee
|
Securities
Arizona
California
Florida
Illinois
Michigan
Missouri
Tennessee
Wisconsin
|
|
Licenses Held
-Series 4- Registered Options Principal
-Series 12- Securities Manager
-Series 24- General Securities Principal
-Series 63 – Uniform States Securities Agent
-Series 65 – Uniform Investment Advisor
|