Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Walter has been in the financial services industry for over 25 years. Robert is a registered representative of Sanctuary Advisors, LLC. Robert is a registered investment advisor in Florida and Illinois. Robert holds FINRA Series 4, 7, 24, 55, 63, 66, 79TO, 99TO and SIE licenses. Robert has experience in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Robert has experience with clients including high-net-worth individuals, corporations, and charitable organizations.
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.
Guidance on pension options to ensure a secure financial future.
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.
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2
FL
12/21/2022 - Present
Sanctuary Advisors, LLC (MIAMI FL)
IL
04/08/2009 - 10/03/2018
WORLD EQUITY GROUP, INC. (ARLINGTON HEIGHTS IL)
IL
07/17/1998 - 10/19/2007
REGAL SECURITIES, INC. (GLENVIEW IL)
MI
09/06/1994 - 03/14/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 02/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2000
Series 24 - General Securities Principal Examination
BC
Issued 12/21/1999
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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