Unclaimed
Albert U Buatti is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Albert has been in the industry since March 16, 2004. Albert is a registered representative in Connecticut and Texas. Albert is also registered as an investment advisor representative in Connecticut and Texas. Albert has passed the Series 7, Series 9, Series 10, Series 24, Series 63 and Series 66 examinations. Albert is also a licensed agent in Connecticut, Massachusetts, Texas and Utah. Albert previously worked for Fidelity Distributors Corporation. Albert is a partner in Rose Buatti Studio, LLC, a skin care business operated out of Albert's home. Albert is a financial advisor specializing in providing financial planning, educational seminars, and portfolio management for individuals and businesses.
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.
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.
1
2
CT
10/31/2023 - Present
Fidelity Personal AND Workplace Advisors (FAIRFIELD CT)
MA
03/06/2006 - 08/23/2007
FIDELITY DISTRIBUTORS CORPORATION (BOSTON MA)
BOTH
Issued 10/23/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/18/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/26/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Albert Buatti is the right advisor for you? Invested Better is here to help.