Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberto? Claim Your ProfileRoberto Christopher Fontani is an active Investment Advisor Representative and Registered Representative. Roberto has over 23 years of experience in the financial services industry. He is currently registered with Osaic Wealth, Inc. in Nevada and Texas. Roberto has held previous roles at Woodbury Financial Services, Inc., Questar Capital Corporation, Bancwest Investment Services, Inc., WM Financial Services, Inc., Wells Fargo Investments, LLC, and Wells Fargo Securities Inc. Roberto has a strong track record of success in providing financial planning, portfolio management, and other advisory services to clients. Roberto has a strong commitment to helping clients 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
NV
09/26/2024 - Present
Osaic Wealth, Inc. (RENO NV)
NV
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (RENO NV)
NV
04/15/2013 - 03/01/2019
QUESTAR CAPITAL CORPORATION (RENO NV)
CA
09/27/2006 - 04/23/2013
BANCWEST INVESTMENT SERVICES, INC. (S. LAKE TAHOE CA)
FL
01/14/2003 - 09/15/2006
WM FINANCIAL SERVICES, INC. (WEST PALM BEACH FL)
CA
05/02/2001 - 01/31/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
12/20/1999 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
IA
Issued 04/29/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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