Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Allen McClinton is an active advisor at PFS Investments Inc. Robert has been in the industry since June 5, 1989 and has held the following licenses: Series 6, Series 63, Series 26, and Series 65. Robert also holds a SIE license. Robert is registered to sell securities in 22 states. Robert is currently registered with PFS Investments Inc. and has been with the firm since January 1989. Robert is also a registered representative with Primerica Financial Services since February 1991. Robert specializes in investments and has worked with individuals, corporations, high net worth individuals, and charitable organizations. Robert may also receive non-investment related compensation from Primerica Mortgage, LLC and/or Primerica Client Services, Inc.
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
01/06/2025 - Present
PFS Investments Inc. (CHULA VISTA CA)
IA
Issued 03/19/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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