Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Morris Parise is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with Northern Trust Securities, Inc. and has previously worked at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC., BANC ONE SECURITIES CORPORATION, and FIRST CHICAGO NBD INVESTMENT SERVICES, INC. Robert holds multiple licenses including Series 3, 6, 7, 24, 63, and 65. Robert specializes in working with individuals, corporations, and pooled investment vehicles.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
05/25/2016 - Present
Northern Trust Securities, Inc. (CHICAGO IL)
IL
06/30/2004 - 04/04/2016
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (CHICAGO IL)
IL
02/01/1999 - 07/01/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
05/17/1995 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
IA
Issued 04/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/13/2004
Series 3 - National Commodity Futures Examination
BC
Issued 05/16/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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