Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Robshaw is an Investment Adviser Representative and Registered Representative with PFS Investments Inc. located in Jacksonville, FL. Charles Robshaw is a licensed professional in both Florida and California. He is also licensed as an Investment Advisor Representative in Florida. Charles Robshaw joined PFS Investments Inc. in April 2011. Prior to joining PFS Investments Inc. he worked for Primerica Financial Services. Charles Robshaw is also the President of Robshaw Masonry Inc. located in St. Augustine, FL. Charles Robshaw has been in the financial services industry for over 40 years.
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
FL
11/18/2011 - Present
PFS Investments Inc. (JACKSONVILLE FL)
IA
Issued 11/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Robshaw is the right advisor for you? Invested Better is here to help.
