Frank Anthony Perella

Current Employers

Employment History

• 06/2000 → 12/2017
  Trans Business Services
  Barrington, IL
• 10/2010 → 12/2017
  Sii Investments
  Saugus, MA
• 01/2018 → 01/2024
  Woodbury Financial Services Inc
  Saugus, MA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Saugus, MA

Previous Registrations

• 2018-01-02 → 2024-01-19
  Woodbury Financial Services, Inc.
  Saugus, MA
  Saugus, MA
  Naples, FL
• 2010-10-21 → 2017-12-31
  Sii Investments, Inc.
  Saugus, MA
  Saugus, MA
  Appleton, WI
  Danvers, MA
• 2004-04-21 → 2010-10-21
  Next Financial Group, Inc.
  Saugus, MA
  Saugus, MA
  Saugus, MA

Other Businesses

1) ENCOMPASS FINANCIAL POSITION: Sole Proprietor NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1995 ADDRESS: 316 Central Street, Ste 3c, Saugus MA 01906, United States; DESCRIPTION: BUSINESS CONSULTANTCONDUCTING OPERATIONAL, FINANCIAL, & MARKEING ANALYSIS FOR SMALL FIRMS. 2) ENCOMPASS FINANCIAL POSITION: Sole Proprietor NATURE: SOLE PROPRIETORSHIP INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/1996; ADDRESS: 316 CENTRAL STREET, SUITE 3C, Saugus MA 01906, United States; DESCRIPTION: SELLING AND SERVICING FIXED INSURANCE PRODUCTS 3) ENCOMPASS FINANCIAL POSITION: Sole Proprietorship, NATURE: Sole Proprietorship, INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1999; ADDRESS: 316 CENTRAL STREET, SUITE 3C, Saugus MA 01906, United States; DESCRIPTION: NOTARY PUBLIC

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-21
• S63 Uniform Securities Agent State Law Examination
  1997-07-12

Designations