Unclaimed
Deloris Carmen Robinson is a financial advisor with over 27 years of experience in the industry. Robinson is registered with PFS Investments Inc. and has held previous positions at CITIGROUP GLOBAL MARKETS INC. and CITICORP INVESTMENT SERVICES. Robinson is licensed to provide advisory services in 11 states including California, Delaware, Florida, Maryland, New Jersey, New York, North Carolina, Pennsylvania and Virginia.
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
NY
08/03/2021 - Present
PFS Investments Inc. (ELMSFORD NY)
NY
05/29/2007 - 07/17/2007
CITIGROUP GLOBAL MARKETS INC. (PELHAM MANOR NY)
NY
02/15/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (PELHAM MANOR NY)
GA
03/22/1995 - 02/17/2006
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 03/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Deloris Robinson is the right advisor for you? Invested Better is here to help.