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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Joseph Fratesi is a financial advisor with Arete Wealth Advisors, LLC. Robert Fratesi has been in the financial services industry for over 20 years. He has a wide range of experience in financial planning, investment management, and estate planning. Robert Fratesi is committed to providing his clients with personalized financial advice and strategies to help them reach their financial goals. He holds the Series 6, 22, 27, 62, 63, and 65 licenses. Robert Fratesi is also a Registered Investment Advisor (RIA) in Tennessee and Texas.
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.
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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
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2
TN
01/06/2023 - Present
Arete Wealth Advisors, LLC (Memphis TN)
TN
01/02/2009 - 03/04/2021
ARETE WEALTH MANAGEMENT, LLC (MEMPHIS TN)
TN
04/09/2001 - 12/31/2008
PRIVATE CONSULTING GROUP, INC. (MEMPHIS TN)
TX
07/10/2000 - 04/16/2001
NFP SECURITIES, INC. (AUSTIN TX)
OR
09/01/1999 - 07/10/2000
PRIVATE CONSULTING GROUP, INC. (PORTLAND OR)
GA
01/16/1998 - 08/31/1999
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
CA
06/20/1996 - 01/09/1998
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NY
02/12/1996 - 06/20/1996
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
03/05/1986 - 12/13/1989
UNION PLANTERS INVESTMENT BANKERS GROUP, INC.
IA
Issued 08/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/1987
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2003
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/06/2001
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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