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 Strohl is a financial advisor with over 15 years of experience in the industry. Currently, Robert is affiliated with PFS Investments Inc., located in HOUSTON, TX, and has been with the firm since April 2020. Robert has a strong track record of providing financial advice and investment management services to a variety of clients, including individuals, corporations, and charitable organizations. Previously, Robert was a financial advisor at FARMERS FINANCIAL SOLUTIONS, LLC, COASTAL SECURITIES, INC., STANFORD GROUP COMPANY, BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC., BANC ONE SECURITIES CORPORATION, CITISTREET EQUITIES LLC, and VAN KAMPEN FUNDS INC. Robert is committed to helping his clients achieve their financial goals through personalized investment strategies.
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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2
TX
04/07/2020 - Present
PFS Investments Inc. (HOUSTON TX)
TX
06/16/2017 - 10/16/2019
FARMERS FINANCIAL SOLUTIONS, LLC (HOUSTON TX)
TX
07/15/2009 - 01/26/2010
COASTAL SECURITIES, INC. (HOUSTON TX)
TX
11/08/2004 - 03/30/2009
STANFORD GROUP COMPANY (HOUSTON TX)
MA
10/20/2004 - 11/11/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
04/19/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
IL
03/05/2002 - 05/04/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
05/21/2001 - 10/01/2001
CITISTREET EQUITIES LLC (SOMERSET NJ)
TX
04/05/2001 - 05/23/2001
VAN KAMPEN FUNDS INC. (HOUSTON TX)
BC
Issued 02/05/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/17/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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