Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jan? Claim Your ProfileJan Dale Robinson is a financial professional with over 10 years of experience in the financial services industry. Jan is a registered representative of PFS Investments Inc. and holds the Series 6, Series 63, Series 6TO, and SIE licenses. Jan has experience in providing investment advice to individuals, corporations, and charitable organizations. Jan is committed to providing clients with personalized financial advice and strategies to help them achieve their financial goals.
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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CA
07/08/2021 - Present
PFS Investments Inc. (RANCHO CORDOVA CA)
CA
04/03/2008 - 12/31/2013
PFS INVESTMENTS INC. (SACRAMENTO CA)
BC
Issued 10/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/15/2021
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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