Steven Perillo Email & Phone Number
Financial Advisor @ LPL Financial
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Steven Perillo Location
- Red Bank, NJ, US
Steven Perillo Work
- 2021 -now Financial Advisor @
- 2014 -2021 Vice President - Financial Advisor @ Santander Investment Services
- 2011 -2013 Financial Advisor @
- 2010 -2011 Assistant-Vice President Investments @
- 2008 -2010 Financial Advisor @ Chase Investment Services
- 2007 -2008 Financial Advisor Global Wealth Managemnet @
Steven Perillo Skills
- Microsoft Office
- Financial Modeling
- Microsoft Excel
- Planning
- Education
- Public Speaking
- Strategic Planning
- Investment Planning
- Series 63
- Investment Strategies
- Investments
- Finance
- Retirement
- Retirement Planning
- Asset Allocation
- Investment Advisory
- Insurance
- Financial Services
- Wealth
- Wealth Management
- Mutual Funds
- Wealth Management Services
- Series 7
Steven Perillo Summary
- Steven Perillo, based in Red Bank, NJ, US, is currently a Financial Advisor at LPL Financial. Steven Perillo brings experience from previous roles at Santander Investment Services, Ameriprise Financial Services, Inc., Wells Fargo Advisors and Chase Investment Services. With a robust skill set that includes Microsoft Office, Financial Modeling, Microsoft Excel, Planning, Education and more. Steven Perillo has 1 emails and 1 mobile phone numbers on RocketReach.
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