Daniel Perry

Education:

Stockton University
Bachelor of Science in Business
Studies with a concentration in Management

Professional Designations:

Life, Health, Property and Casualty Insurance Licensed, FINRA SIE, Series 7 and Series 66

Daniel Perry joined the Allied Wealth Partner’s team in July 2019 after graduating from Stockton University with a Bachelor of Science degree in Business Studies with a concentration in Business Management and a Minor in Economics. He was recognized for his academic achievements by being named to the Dean’s list every semester in college. In addition to his studies, he took on an internship while at school with his current manager that helped him in preparing for his career as a financial advisor.

Daniel’s desire to make a difference in the lives of others has guided him to the Financial Services Industry. He has used his newfound knowledge of the Financial Services Industry to begin helping individuals and businesses by developing comprehensive financial strategies that address your investing and retirement goals while advocating for the appropriate amount of insurance protection. He takes his time to understand your needs and goals so he can develop a personalized financial strategy tailored to you.. He wants to help provide you with a strategy that will protect, save, and grow your wealth for generations.

Daniel holds his FINRA Series 7 and Series 66 securities licenses. On the insurance side, he holds licenses in Life, Health, Property, and Casualty insurance lines.

In Daniel’s free time he enjoys watching sports while rooting for all Philadelphia sports teams. In addition, he enjoys exercising in the gym, biking, and playing sports. He currently resides in Hamilton Square, New Jersey where he has lived his whole life.

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