Peleg HalpernCRD Number: 2459654
Current Firm: Strategic Portfolio Managers
Peleg Halpern (CRD# 2459654) is an Investment Advisor Representative working at Strategic Portfolio Managers in Northfield, IL and has over 28 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Hightower Advisors, LLC
Securities America Advisors, Inc.
|Revere Financial, Llc (155286)||Northfield, IL||Sep 2010 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1994|
|S65||NASAA Investment Advisors Law Examination||May 2001|
Total Assets Under Management96MILLIONS
Total Number of Accounts213ACCOUNTS
Average Account Value$450,184
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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