Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Altizer is an investment advisor representative who has been in the industry since 1992. He is currently registered with Raymond James & Associates, Inc. in Auburn Hills, Michigan. Robert Altizer has a strong track record of providing financial planning and portfolio management services to individuals and businesses. Robert Altizer holds several professional designations and has passed various industry exams. In addition to his experience, he is also active in the community.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
03/27/2023 - Present
Raymond James & Associates, Inc. (AUBURN HILLS MI)
KY
11/07/1997 - 06/30/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
MI
06/21/1993 - 11/17/1997
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
MI
05/13/1992 - 07/14/1993
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 11/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/15/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Robert Altizer is the right advisor for you? Invested Better is here to help.
