Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Anthony Tracy is a financial professional with over 25 years of experience in the industry. Robert is currently registered with PFS Investments Inc. and is licensed to provide investment advice and sell securities in Arizona, California, and Oregon. Robert specializes in portfolio management for individuals and has a strong track record of helping clients achieve their financial goals.
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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OR
01/19/2001 - Present
PFS Investments Inc. (MEDFORD OR)
GA
03/19/1996 - 12/31/2000
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 09/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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