Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Andrew Perez is a financial advisor with over 20 years of experience in the financial services industry. Robert is a CERTIFIED FINANCIAL PLANNER™ professional, currently affiliated with Highpoint Planning Partners. Robert has experience working with individuals, families, high-net-worth individuals, corporations and charitable organizations to provide financial planning and wealth management solutions. Robert is registered with the state of Illinois as an investment advisor representative.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
11/16/2021 - Present
Highpoint Planning Partners (DOWNERS GROVE IL)
IL
12/19/2003 - 05/13/2009
AMERIPRISE ADVISOR SERVICES, INC. (ST. CHARLES IL)
OH
11/22/2000 - 01/02/2004
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
IL
02/19/1999 - 12/04/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
06/22/1995 - 07/19/1995
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
IA
02/23/1995 - 05/02/1995
DICKINSON & CO. (DES MOINES IA)
OR
01/26/1995 - 02/15/1995
PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)
IA
Issued 01/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/18/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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