Profile for Rick Peterbok

Rick
625 n michigan ave. #1710
chicago, il 60611
630-472-1300
info@swcares.com

Broker Dealer Information

A Registered Representative with securities offered through:
Brooklight Place Securities, Inc.
1901 Butterfield Road
Suite 220
Downers Grove, IL 60515
888-976-0659

Member FINRA & SIPC
Investment Advisory Services offered through Interactive Financial Advisors.
Brooklight Place Securities, Inc. and Interactive Financial Advisors are not affiliated.

Professional Experience:

Rick has been involved in the Financial Services business his entire career. He has developed three firms which concentrate on the financial goals and needs of the mid-market. The first to be developed was UniFinancial, an IMO organization, then OrganizAmerica which purpose is to develop technological resources and then the RIA firm Interactive Financial Advisors. The three firms formulate the "Someone who CARES" philosophy. Rick enjoys developing advisors as well as client relationship utilizing the CARES process.

Rick has worked to help independent advisors to develop their business by the utilization of technology and successful resource partners. The CARES philosophy stands for Client, Advisor, Resource Partners and Effective Systems. This models ensures that the advisor can be independent but has an interdependent process for success.

The CARES process sets the framework for the philosophy of the firms"Making Life Better for Everyone". Rick is committed to assisting clients and advisors to reach their financial success.

Personal Information:

BrokerCheck is a free tool to help clients and prospective clients make informed decisions regarding their financial situation. Please use the following link if you wish to conduct your own due diligence: brokercheck.finra.org

Back