Unclaimed
Brett Douglas Robson is a registered representative with PFS Investments Inc. located in Milan, Ohio. Brett has been in the securities industry since 2014 and holds the Series 6 and SIE licenses. Brett has also held the positions of owner of Robson & Associates, LLC, a non-investment related business, and worked for PRIMERICA FINANCIAL SERVICES. In addition to their current position at PFS Investments Inc., Brett is also licensed in Ohio.
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.
1
2
OH
02/20/2024 - Present
PFS Investments Inc. (MILAN OH)
OH
04/01/2014 - 12/31/2023
PFS INVESTMENTS INC. (MILAN OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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