Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bobby dalton? Claim Your ProfileBobby dalton Roy is a financial advisor registered with PFS Investments Inc. Bobby has been in the industry for 10 years, and is licensed to provide investment advice in Arizona, California, Florida, Nebraska, Nevada and Texas. Bobby is a Series 6, 63 and 65 licensed holder, with a Series 26 principal license. Bobby also holds the SIE qualification. Bobby dalton Roy’s expertise includes investment management, and provides services for individuals, corporations and high-net-worth individuals. Bobby is affiliated with Primerica Financial Services.
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.
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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CA
01/21/2015 - Present
PFS Investments Inc. (SACRAMENTO CA)
IA
Issued 10/06/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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