Oduardo Salvador Periu

Employer firm

Interactive Financial Advisors CRD 125117

$240M regulatory AUM 20 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2005 → Present
  Interactive Financial Advisors
  Oakbrook, IL
• 05/1987 → 06/2018
  Citgo
  Lemont, IL

Previous Registrations

• 2006-06-06 → 2011-12-12
  Gwn Securities Inc.
  Oakbrook, IL
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
  Joliet, IL
• 2005-03-11 → 2006-05-24
  Mm Ascend Life Investor Services, Llc
  Oakbrook, IL
  Cincinnati, OH
• 2005-01-05 → 2005-03-09
  Pmg Asset Management Inc
  Joliet, IL
• 2003-04-01 → 2004-12-31
  Pmg Securities Corporation
  Joliet, IL
• 2001-04-03 → 2003-04-01
  Pmg Asset Management Inc
  Joliet, IL

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-15
• S63 Uniform Securities Agent State Law Examination
  1996-08-22

Other Names

• Ed S Periu
• Oduardo S Periu
• Ed Periu
• Oduardo Salvado Periu