Richard Perano

Richard Perano

Financial Investments

Member

Team

PowerLinks Certificate 08/22/2017
InfoMinute Seminar 08/21/2017
Orientation Essentials 06/19/2017

Development

Register Financial Advisors, LLC

Register Financial Advisors, LLC

404-364-2132

525 Glen Iris Drive, NE
Unit 2536
Atlanta, GA 30308

Company

I fulfilled all the requirements to become a discretionary portfolio manager at Bear Stearns and every firm subsequent to the acquisition of Bear Stearns in 2008.  The requirements included:

1.) A clearly defined well thought out investment strategy that is strictly adhered to;

2.) A 5-year documented performance record that showed good results with that consistent investment strategy;

3.) Verifiable sources of credible research with which to source new investment ideas;

4.) A logical method of assessing and managing risk that could be clearly articulated;

5.) A defined universe of stocks and other securities that would serve as the pool from which investments are selected;

6.) Quarterly performance reviews that showed these requirements are being maintained.

Referral Trigger Response

Virginia Highland Team

Introduced by:

Joined on 06/07/2017

Leadership

MembershipCoOrdinator 11/16/2021
MentorCoOrdinator

Membership

3-year Pin 10/13/2021

Team