Unclaimed Profile

Perry Joseph Rose

ALLIANCE WEALTH ADVISORS, LLC·SCRANTON, Pennsylvania

SIE, Series 3, Series 7, Series 8, Series 63, Series 65CFPClean record19 years registeredALLIANCE WEALTH ADVISORS, LLC

538 BIDEN STREET, SCRANTON, PA 18503CRD# 1486978Firm CRD# 288394

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Perry Joseph Rose · SCRANTON, PA

Registration

CRD #1486978 · ALLIANCE WEALTH ADVISORS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

ALLIANCE WEALTH ADVISORS, LLC

Jun 2017 – present

WELLS FARGO CLEARING SERVICES, LLC

Apr 2009 – Jun 2017

SCRANTON, PA

MORGAN STANLEY & CO. INCORPORATED

Apr 2007 – Dec 2008

SCRANTON, PA

MORGAN STANLEY

Mar 2007 – Apr 2007

SCRANTON, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 8

Series 63

Series 65

Registration record

First registered · March 1, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALLIANCE WEALTH ADVISORS, LLC

CRD 288394 · SEC 801-110512

AUM

$425M

Regulatory assets under management

Employees

1,383 client accounts

Services offered by ALLIANCE WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ALLIANCE WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Perry Joseph Rose offer?

Perry Joseph Rose specializes in Financial Planning, Investment Management. Contact their office in SCRANTON, Pennsylvania for a consultation.

What are Perry Joseph Rose's credentials?

Perry Joseph Rose holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Perry Joseph Rose located?

Perry Joseph Rose is based in SCRANTON, Pennsylvania, working with ALLIANCE WEALTH ADVISORS, LLC. Their office serves clients in the SCRANTON metropolitan area and surrounding communities.

How does Perry Joseph Rose charge for services?

Perry Joseph Rose's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALLIANCE WEALTH ADVISORS, LLC?

ALLIANCE WEALTH ADVISORS, LLC has approximately 7 employees and manages $425M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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