Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberto? Claim Your ProfileRoberto G. Buchanan is a financial advisor with over 20 years of experience in the industry. Roberto has held registrations with several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Tamaren Investments, LLC. Roberto is currently a registered Investment Advisor Representative with Fortius Financial Advisors, LLC in Salt Lake City, UT, where Roberto has been employed since March 2004. Roberto holds Series 7 and Series 66 licenses.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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UT
06/09/2004 - Present
Fortius Financial Advisors, LLC (SALT LAKE CITY UT)
MA
12/03/2003 - 04/01/2004
TAMAREN INVESTMENTS, LLC (MARBLEHEAD MA)
NY
09/20/2000 - 02/24/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/03/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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