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JEFFREY DAVID PERKINS
JEFFREY PERKINS
CRD#: 6369152
IA
B
WEST MICHIGAN ADVISORSCRD#: 312073 301 HOOVER BLVD.
SUITE 300
HOLLAND, MI 49423
SUITE 300
HOLLAND, MI 49423
LEVEL FOUR FINANCIAL, LLCCRD#: 25700 301 HOOVER BLVD.
SUITE 300
Holland, MI 49423
SUITE 300
Holland, MI 49423
0
Disclosures
10
Years of Experience
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State Registrations
B
Colorado 10/4/2023
IA
Michigan 10/4/2023
B
Florida 1/2/2025
B
Virginia 10/4/2023
B
Michigan 10/4/2023
SRO Registrations
B
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IA
Registered with this firm since 10/4/2023
B
Registered with this firm since 10/4/2023
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 10/08/2014 - 10/16/2023 | Holland, MI | |
B | 08/06/2014 - 10/16/2023 | Holland, MI |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.