Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Perkoski is a financial professional with over 20 years of experience in the industry. Robert is currently registered with Columbia Management Investment Distributors, Inc. and has previously been registered with Securian Financial Services, Inc. and First Investors Corporation. Robert holds the Series 6, 63, and 6TO licenses as well as the SIE.
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.
1
2
MA
06/10/2019 - Present
Columbia Management Investment Distributors, Inc. (BOSTON MA)
MN
06/12/2000 - 12/21/2001
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
NJ
03/15/2000 - 05/08/2000
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 03/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/07/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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