Unclaimed
Donald Anthony Robinson is a financial advisor with PFS Investments Inc. Donald has been in the industry since November 1981. Donald is registered as a Registered Representative in Louisiana and Texas. Donald has his Series 6, 63, 65, and 26 licenses. Donald has been affiliated with PFS Investments Inc. since February 1985.
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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2
LA
01/31/2019 - Present
PFS Investments Inc. (HOUMA LA)
IA
Issued 01/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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