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Robert A Prousalis

Paramount Financial

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About Robert A Prousalis

Robert Prousalis is a registered Investment Advisor Representative with Paramount Financial. Robert has been in the industry since 2013 and has a Series 65 license. Robert also has experience in the legal field, working for PROUSALIS & PAPANTONALIS, P.C. as an attorney. Robert provides financial planning and portfolio management services for individuals and families. Robert is a trusted advisor who helps clients achieve their financial goals.

Firm Information

Robert Prousalis is currently registered with Paramount Financial. Paramount Financial is an investment advisor that provides a range of services to individuals, including financial planning, educational seminars, and portfolio management. The firm manages approximately $18.3 million in assets for 93 individual clients. Paramount Financial is headquartered in Massachusetts and has a team of 3 licensed agents and 4 investment advisor representatives.

$18.34M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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assets held away

Assets held away

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Prousalis’s Registration & Firm History

MA

09/13/2022 - Present

Paramount Financial (DANVERS MA)

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Licenses & Designations

IA

Issued 01/27/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert A Prousalis.
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