Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberto? Claim Your ProfileRoberto Isasi is a financial advisor with over 20 years of experience in the financial services industry. Roberto is a Certified Financial Planner™ and holds multiple securities licenses, including Series 7, 10, 24, 63, and SIE. Roberto is currently registered with Portfolio Resources Advisor Group, Inc. and has previously worked at Amerant Investments, Inc. Roberto specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, businesses, and pension plans. Roberto is dedicated to providing personalized financial advice and 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.
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.
1
2
FL
09/24/2024 - Present
Portfolio Resources Advisor Group, Inc. (Weston FL)
FL
06/24/2003 - 03/19/2020
AMERANT INVESTMENTS, INC. (CORAL GABLES FL)
BC
Issued 01/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2022
Series 24 - General Securities Principal Examination
BC
Issued 09/29/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/22/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Roberto Isasi is the right advisor for you? Invested Better is here to help.
