Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Mark Perciak is an investment advisor with Pacific Select Distributors, LLC. Robert has over 20 years of experience in the financial services industry. His previous employment includes roles at Hartford Equity Sales Company Inc., Phoenix Equity Planning Corporation, Northwestern Mutual Investment Services, LLC, Walnut Street Securities, Inc., and NYLIFE Securities Inc. Robert holds the Series 6, Series 26 and Series 63 licenses, as well as the SIE. Robert is currently registered in Connecticut, Maine, Massachusetts, Michigan, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Rhode Island and Vermont.
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.
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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2
CA
04/08/2011 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
CT
08/04/2008 - 11/04/2010
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
CT
10/17/2005 - 06/27/2008
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
WI
05/24/2005 - 10/10/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
CA
12/08/2003 - 05/06/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
08/10/2000 - 11/12/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 03/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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