Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Paul Green is an investment advisor representative with Regal Advisory Services, Inc., who has been in the industry since December 1999. Robert Green's registrations with the state of Illinois are active. Robert Green is a registered representative in Illinois and has Series 4, 6, 7, 24, 63, 66, SIE, and 99TO licenses. In addition to the state of Illinois, Robert Green has also been registered in the state of Illinois. Robert Green specializes in portfolio management for individuals, financial planning and selection of other advisors. Regal Advisory Services, Inc. is headquartered in Glenview, IL and specializes in portfolio management for individuals, and financial planning, among other services. They manage more than $108,836,225 in assets, and they have 284 clients, with 100 of those clients receiving discretionary advice.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
IL
04/17/2007 - Present
Regal Advisory Services, Inc. (GLENVIEW IL)
IL
12/08/1999 - 04/26/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 12/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2011
Series 4 - Registered Options Principal Examination
BC
Issued 07/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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