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Perlinski & Associates


Perlinski & Associates is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

The company was founded in 2004, Perlinski & Associates is an Orange County California based Investment Bank and broker-dealer, member of the National Association of Securities Dealers and SIPC. Perlinski & Associates tailors its services to the needs of small to mid-cap public and private firms with revenues of more than a Million, as well as companies involved with strategic divestitures of selected business units. It is the policy of Perlinski to keep all such records in utmost confidence.  The company does not disclose any non-public personal information about its investors to anyone, except as permitted by law. Perlinski restricts access to anyone’s personal information to those Perlinski employees who need to know that information to provide products or services to its customers. Perlinski maintains physical, electronic, and procedural safeguards to guard customers’ non-public personal information. These safeguards include keeping all confidential information within premises that are locked or manned at all times, maintaining a strict confidentiality policy, and discussing Perlinski’s confidentiality policies at its company meetings, such as the Annual Compliance Meeting.

The company has implemented generally accepted standards of technology and operational security in order to protect personally identifiable information from loss, misuse, alteration, or destruction. Only authorized Perlinski & Associates personnel are provided access to personally identifiable information, and these employees are required to treat this information as confidential.

The company is dedicated to delivering the highest level of client service, drawing upon their financial skills, as well as our background in operations and technology. They work with clients and by becoming one of their trusted team members; they can achieve their short and long term goals. They build long lasting relationships with their clients by understanding their operations, goals, needs and markets. Their critical differentiator is the focus on strategic planning and growth. Theyare never transaction driven.
 
 
 
 
 

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