Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Anthony Patti is a financial advisor with Stratos Wealth Partners, Ltd. Robert has been in the financial services industry since 1997. Robert holds Series 7, Series 31 and Series 63 securities licenses and the Series 65 investment advisor license. Robert is also a Certified Financial Planner.
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.
Percentage of assets under management with third party managers
1
2
GA
03/16/2016 - Present
Stratos Wealth Partners, Ltd. (Atlanta GA)
IL
01/29/2008 - 12/17/2012
ZACKS & COMPANY (CHICAGO IL)
GA
08/11/2004 - 01/18/2008
FSC SECURITIES CORPORATION (SMYRNA GA)
FL
07/09/2002 - 08/12/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
01/28/2000 - 07/24/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/30/1997 - 02/29/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 08/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 07/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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