Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Fredrick Alati is a financial advisor with over 40 years of experience in the industry. He is currently registered with Sanctuary Advisors, LLC. He is a registered representative with the state of Michigan and Texas, as well as an investment advisor representative in Michigan and Texas. Robert has a broad range of experience in financial services, including portfolio management, financial planning, and pension consulting. He is committed to providing his clients with personalized service and helping them achieve their financial goals.
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
MI
11/12/2021 - Present
Sanctuary Advisors, LLC (bloomfield Hills MI)
MI
06/01/2009 - 12/03/2021
MORGAN STANLEY (Troy MI)
MI
02/11/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TROY MI)
MI
01/31/1980 - 02/22/2008
UBS FINANCIAL SERVICES INC. (TROY MI)
NA
01/29/1963 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
BOTH
Issued 09/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1982
Series 3 - National Commodity Futures Examination
BC
Issued 04/19/1979
PC - AMEX Put and Call Exam
BC
Issued 01/29/1963
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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