Unclaimed
Robert Bruce Padgett is an Investment Advisor Representative and a Registered Representative with PFS Investments Inc. Robert has been in the financial services industry since August of 2020. He is registered to provide investment advisory services in Florida and is a registered representative in Florida, Arizona, California, Connecticut, Georgia, Maryland, Massachusetts, New York and Virginia. Robert holds Series 6, 26, 63, 65 and SIE licenses. Robert is also a founding member of a small-business owners networking group. In addition to his role at PFS Investments Inc., Robert is also a self-employed musician.
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
NJ
12/12/2022 - Present
PFS Investments Inc. (MAHWAH NJ)
IA
Issued 11/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/27/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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