Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Steven Field is a financial professional with over 35 years of experience in the financial services industry. Robert is currently registered with World Equity Group, Inc. as an Investment Advisor Representative. Robert has a strong background in securities sales, investment advisory services and insurance products. Robert holds Series 6, 63, 22, and 65 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
IL
09/01/2009 - Present
World Equity Group, Inc. (Mundelein IL)
IL
11/20/1987 - 08/31/2009
WATERSTONE FINANCIAL GROUP, INC. (MORTON GROVE` IL)
NA
09/05/1984 - 03/16/1989
PRUCO SECURITIES CORPORATION
NJ
02/23/1984 - 03/16/1989
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
09/01/1987 - 04/06/1988
AETNA LIFE INSURANCE AND ANNUITY COMPANY
NA
10/29/1987 - 11/20/1987
LONG GROVE TRADING CO.
NA
02/26/1987 - 11/20/1987
WHYTECLIFFE SECURITIES INC.
NA
04/03/1984 - 03/20/1987
INVESTORS BROKERAGE SERVICES, INC.
NA
09/27/1985 - 01/30/1986
EBS BROKERAGE SERVICES, INC.
NA
06/03/1985 - 12/23/1985
INLAND SECURITIES CORPORATION
IA
Issued 12/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/17/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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