Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Armitt is a registered representative with PFS Investments Inc. based in Lebanon, NJ. Richard has over 15 years of experience in the financial industry, having previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and First Republic Group, LLC. Richard holds the Series 6, 7, 63 and 65 licenses. He specializes in providing investment advice and portfolio management services to individuals and businesses.
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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NJ
10/03/2016 - Present
PFS Investments Inc. (LEBANON NJ)
NY
02/08/2005 - 06/17/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/28/2004 - 09/01/2004
FIRST REPUBLIC GROUP, LLC (NEW YORK NY)
IA
Issued 09/08/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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