OP
Oduardo S. Periu
INTERACTIVE FINANCIAL ADVISORS
JOLIET, IL 60435
Some features on this profile are disabled
CRD#: 2493180
OP
Professional summary
Oduardo Salvador Periu, who also goes by Ed S Periu, Ed Periu, Oduardo S Periu Jr, Oduardo Salvado Periu, is a registered financial advisor currently at INTERACTIVE FINANCIAL ADVISORS located in Joliet, Illinois.
Oduardo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Oduardo has worked at 8 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ed S Periu | Ed Periu | Oduardo S Periu Jr | Oduardo Salvado Periu
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
INTERACTIVE FINANCIAL ADVISORS POSITION: ADVISOR NATURE: FINANCIAL ORGANIZATIONAL SERVICES. INVESTMENT RELATED: YES NUMBER OF HOURS: 80 INVESTMENT RELATED HOURS: 60 START DATE: 11/01/1981 ADDRESS: 2215 YORK ROAD, SUITE 306, OAK BROOK IL 60523 DESCRIPTION: INVESTMENT ADVISORY REPRESENTATIVE TO THIS RIA FIRM BLUE CROSS BLUE SHIELD OF ILLINOIS POSITION: SALES ASSOCIATE NATURE: HEALTH INSURANCE INVESTMENT RELATED: NO NUMBER OF HOURS: 20 INVESTMENT RELATED HOURS: 2 START DATE: 01/01/1985 ADDRESS: 300 E. RANDOLPH ST., CHICAGO IL 60601 DESCRIPTION: SALES ASSOCIATE OF HEALTH INSURANCE PRODUCTS PERIGAN PROPERTIES LLC - RENTAL PROPERTIES; INVESTOR; START DATE: 09/2022; RELATED HOURS 2
CRS (Client Relationship Summary) - RIA
Click below to view Oduardo Salvador Periu's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 16, 2005 - Present
INTERACTIVE FINANCIAL ADVISORS
Office #1: 911 Richmond St., Joliet, IL 60435RIA
CRD#: 125117
JOLIET, IL
Past
June 6, 2006 - December 12, 2011
GWN SECURITIES INC.
RIA
CRD#: 128929
OAKBROOK, IL
Past
June 6, 2006 - December 12, 2011
GWN SECURITIES INC.
BD
CRD#: 128929
OAKBROOK, IL
Past
March 11, 2005 - May 24, 2006
MM ASCEND LIFE INVESTOR SERVICES, LLC
RIA
CRD#: 36451
OAKBROOK, IL
Past
February 15, 2005 - May 24, 2006
MM ASCEND LIFE INVESTOR SERVICES, LLC
BD
CRD#: 36451
OAKBROOK, IL
Past
January 5, 2005 - March 9, 2005
PMG ASSET MANAGEMENT INC
RIA
CRD#: 110825
JOLIET, IL
Past
April 1, 2003 - December 31, 2004
PMG SECURITIES CORPORATION
RIA
CRD#: 27107
JOLIET, IL
Past
April 3, 2001 - April 1, 2003
PMG ASSET MANAGEMENT INC
RIA
CRD#: 110825
JOLIET, IL
Past
March 5, 2001 - February 15, 2005
PMG SECURITIES CORPORATION
BD
CRD#: 27107
ELGIN, IL
Past
January 3, 2001 - March 1, 2001
DONAHUE SECURITIES, INC.
BD
CRD#: 24330
CINCINNATI, OH
Past
January 4, 1999 - December 31, 2000
WATERSTONE FINANCIAL GROUP, INC.
BD
CRD#: 10078
BOSTON, MA
Past
August 23, 1996 - December 31, 1998
IAC SECURITIES, INC.
BD
CRD#: 14081
TINLEY PARK, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IF
INTERACTIVE FINANCIAL ADVISORS
INTERACTIVE FINANCIAL ADVISORS | JOANNE M. WOITESHEK/INTERACTIVE FINANCIAL ADVISORS | INTERACTIVE FINANCIAL ADVISORS, INC.
CRD#: 125117 / SEC#: 801-63771
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)Arizona
Registered Investment Advisory firm - (1/4/2005 Terminated)California
Registered Investment Advisory firm - (1/4/2005 Terminated)Colorado
Registered Investment Advisory firm - (2/3/2005 Terminated)Florida
Registered Investment Advisory firm - (1/4/2005 Terminated)Georgia
Registered Investment Advisory firm - (1/4/2005 Terminated)Illinois
Registered Investment Advisory firm - (1/4/2005 Terminated)North Carolina
Registered Investment Advisory firm - (1/4/2005 Terminated)Tennessee
Registered Investment Advisory firm - (2/3/2005 Terminated)Texas
Registered Investment Advisory firm - (1/4/2005 Terminated)Virginia
Registered Investment Advisory firm - (1/4/2005 Terminated)Wisconsin
Registered Investment Advisory firm - (1/5/2005 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Illinois(2/16/2005)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
IF
INTERACTIVE FINANCIAL ADVISORS
INTERACTIVE FINANCIAL ADVISORS | JOANNE M. WOITESHEK/INTERACTIVE FINANCIAL ADVISORS | INTERACTIVE FINANCIAL ADVISORS, INC.
CRD#: 125117 / SEC#: 801-63771
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)Arizona
Registered Investment Advisory firm - (1/4/2005 Terminated)California
Registered Investment Advisory firm - (1/4/2005 Terminated)Colorado
Registered Investment Advisory firm - (2/3/2005 Terminated)Florida
Registered Investment Advisory firm - (1/4/2005 Terminated)Georgia
Registered Investment Advisory firm - (1/4/2005 Terminated)Illinois
Registered Investment Advisory firm - (1/4/2005 Terminated)North Carolina
Registered Investment Advisory firm - (1/4/2005 Terminated)Tennessee
Registered Investment Advisory firm - (2/3/2005 Terminated)Texas
Registered Investment Advisory firm - (1/4/2005 Terminated)Virginia
Registered Investment Advisory firm - (1/4/2005 Terminated)Wisconsin
Registered Investment Advisory firm - (1/5/2005 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 Batson Ct. Suite 104, New Lenox, IL 60451
Mailing Address
Phone number
(630) 472-1300
Established
Firm type
Fiscal year end
# of Employees
37
SEC notice filing (29 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,858 |
| AUM (Assets Under Management) | $ 337,782,613 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
