Unclaimed
Kim Robinson is a registered investment advisor representative for PFS Investments Inc. Kim has been in the industry since 2015 and holds the Series 6 and SIE licenses. Kim is licensed to provide investment advice in Ohio and has a total of one approved registration. Kim's clients are primarily high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. Kim may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services.
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
OH
07/14/2015 - Present
PFS Investments Inc. (AKRON OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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