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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 Fezekas is an investment advisor representative with Elevate Wealth Advisory, Inc. He has been in the industry since 1998, holding both Series 7 and Series 63 licenses. Fezekas is a CFA charterholder. Elevate Wealth Advisory, Inc. is an investment advisory firm based in Athens, Georgia. The firm manages over $314 million in assets, primarily for high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. They provide a range of services including financial planning, portfolio management, and educational seminars.
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.
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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GA
03/05/2015 - Present
Elevate Wealth Advisory, Inc. (ATHENS GA)
TX
06/09/1998 - 02/02/2005
DFA SECURITIES INC. (AUSTIN TX)
BC
Issued 01/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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