Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Perry is a financial advisor with Northwestern Mutual Investment Services, LLC. Robert has been in the industry since 2009 and holds a Series 6, 63, 65, and 26 licenses. Robert is currently registered with the state of Alabama and is also registered with the Financial Industry Regulatory Authority (FINRA). Robert is experienced in offering investment research and referrals to other advisors.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
AL
08/27/2013 - Present
Northwestern Mutual Investment Services, LLC (HUNTSVILLE AL)
IA
Issued 08/26/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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