Suggestions
Frederick Perry
Experienced Executive Business Director in Financial Services
Frederick Perry is an experienced financial services professional who currently serves as a Business Director at National Best Financial Network.12 Here are some key details about his background and career:
Professional Experience
Frederick Perry has been working in the financial services industry for 38 years, with experience in both the United States and Canada.12 His current roles at National Best Financial Network include:
- Executive Business Director (January 2013 - Present)
- Business Director (January 2013 - Present)
- Business Director/Financial Advisor (November 2012 - Present)
- Sr. Financial Advisor (November 2012 - Present)
In his role, Perry is focused on recruiting and building a team of financial advisors. He emphasizes coaching and teaching clients about financial planning, particularly highlighting the risks of investing solely in the stock market.1
Achievements and Affiliations
Frederick Perry has achieved several notable positions within his organization:
- Member of the President Council
- Member of the nb Synergy Team
- Member of the IBC Mastermind Group
He has also completed the Bank on Yourself Authorized Advisor course, for which he received certification through the NACFA Institute.1
Education
Perry holds a Bachelor of Commerce (B.Com.) degree in Finance and Financial Management Services from St. Mary's University, which he attended from 1972 to 1976.1
Professional Philosophy
Frederick Perry expresses a passion for the financial services industry, stating that he loves being able to help and impact many people's lives through his work. He is committed to sharing his knowledge and experience, always willing to help others understand financial concepts and strategies.12
