Unclaimed
John Drew Roberts is a registered representative with pfs investments inc. located in College Station, TX. John has been in the securities industry for over 20 years. He is a Series 6, Series 6TO, and Series 63 licensed representative and holds the SIE designation. John's experience includes working with both individuals and businesses. John currently works with PFS Investments Inc. which manages over 8.5 billion dollars in assets under management.
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
TX
09/18/2023 - Present
PFS Investments Inc. (COLLEGE STATION TX)
GA
01/11/1999 - 12/31/2002
PFS INVESTMENTS INC. (DULUTH GA)
GA
03/18/1992 - 12/31/1993
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 10/14/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/16/2022
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Roberts is the right advisor for you? Invested Better is here to help.