Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bobby? Claim Your ProfileBobby Wesley Flatt is a registered representative with PFS Investments Inc. and has been in the industry since September 22, 2023. Bobby has passed the Series 6TO, Series 63 and SIE exams. Bobby is currently registered to provide investment advice in Georgia and Tennessee.
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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TN
09/23/2023 - Present
PFS Investments Inc. (KNOXVILLE TN)
BC
Issued 08/06/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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