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Robert Antonio Luna

PFS Investments Inc.

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About Robert Antonio Luna

Robert Antonio Luna is an investment professional with PFS Investments Inc. Robert has been in the financial industry since March 2017. Robert has held several positions with PFS Investments Inc. in West Palm Beach, Florida. Currently, Robert holds Series 6, Series 6TO, SIE, and Series 26 licenses. Robert is a Registered Representative with PFS Investments Inc. in Florida. Robert is a specialist in variable annuities and other investment company products.

Firm Information

Robert Luna is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Luna’s Registration & Firm History

FL

02/29/2024 - Present

PFS Investments Inc. (WEST PALM BEACH FL)

FL

01/21/2022 - 12/31/2022

PFS INVESTMENTS INC. (WEST PALM BEACH FL)

FL

01/21/2021 - 12/31/2021

PFS INVESTMENTS INC. (WEST PALM BEACH FL)

FL

01/04/2020 - 12/31/2020

PFS INVESTMENTS INC. (WEST PALM BEACH FL)

FL

12/09/2013 - 12/31/2017

PFS INVESTMENTS INC. (PALM BEACH GARDENS FL)

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Licenses & Designations

BC

Issued 01/02/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Antonio Luna.
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