Susan Perry

Current Employers

Employment History

• 09/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2012 → 11/2019
  Baldino & Perry Associates, Inc.
  Warwick, NY
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1) FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, FIXED INSURANCE, START 09/2011, 16HRS/WK (TRADING HOURS), INSURANCE AGENT - SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG-TERM CARE; 2) OWNER RENTAL PROPERTY CONDO IN FL, UNDER NAME BARRY PALM LLC, FOR 1HR/WK & 1HR EVENING & WKENDS, SINCE 7/2010; 3) SUSAN PERRY, NOT INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, DEBT COUNSELING, START 09/2011, 5HRS/WK (4 TRADING HOURS), DISCUSS WITH CLIENTS HOW TO DEAL WITH CONSUMER DEBT.; 4) NAME OF OTHER BUSINESS: BPS FINANCIAL SERVICES ; INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 01/2020 ; POSITION/TITLE/RELATIONSHIP: DBA NAME ; APX NUMBER OF HOURS PER WEEK: NONE ; APX NUMBER OF HOURS DURING TRADING HOURS: NONE ; BRIEF DESCRIPTION OF DUTIES: DBA NAME FOR FINANCIAL SERVICES ;

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-10-21

Other Names

• Susan Barry
• Susan B Perry