Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Perez Frutoz is a financial professional with over 25 years of experience in the industry. Robert is currently registered with Manning & Napier Investor Services, Inc. Robert has previously worked at Fidelity Distributors Company LLC, Colonial Investment Services, Inc. and Franklin/Templeton Distributors, Inc. Robert holds Series 6, 7, 63 and SIE licenses and is registered in Alabama, Georgia, Indiana, Kentucky, Michigan and Ohio.
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
NY
10/01/2021 - Present
Manning & Napier Investor Services, Inc. (FAIRPORT NY)
RI
06/05/1997 - 01/11/2021
FIDELITY DISTRIBUTORS COMPANY LLC (SMITHFIELD RI)
MA
07/12/1995 - 05/14/1997
COLONIAL INVESTMENT SERVICES, INC. (BOSTON MA)
CA
09/26/1994 - 05/16/1995
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BC
Issued 11/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/01/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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