Anthea Perkinson
CRD Number: 1941735Current Firm: Monterey Associates Financial Planning & Education
Anthea Perkinson (CRD# 1941735) is an Investment Advisor Representative working at Monterey Associates Financial Planning & Education in Pelham, NY and has over 31 years of experience in the finance industry. Anthea Perkinson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5543496
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1358227
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6555058
Morgan Stanley
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blueprint Financial Planning LLC | New York, NY | Feb 2015 - Current | 9 |
| Equitable Distributors, Inc. | New York, NY | Mar 1999 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1992 |
- NY
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
NY
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