Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Charles Cadey is a financial professional with over 30 years of experience in the industry. Robert is currently registered with PFS Investments Inc. in Houston, Texas. Robert has held previous positions with several other firms including Allstate Financial Services, LLC, Princor Financial Services Corporation, OneAmerica Securities, Inc., MetLife Securities Inc., AIG Retirement Advisors, Inc., Fidelity Investments Institutional Services Company, Inc., American General Financial Advisors, Inc., The Variable Annuity Marketing Company, American General Securities Incorporated, Fidelity Equity Services Corporation, H. C. Copeland and Associates Equities, Inc., Lincoln Financial Advisors Corporation, Lincoln National Pension Insurance Company and The Lincoln National Life Insurance Company. Robert is registered with the state of Texas.
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
12/23/2021 - Present
PFS Investments Inc. (HOUSTON TX)
TX
01/22/2019 - 12/31/2019
PFS INVESTMENTS INC. (HOUSTON TX)
TX
01/27/2016 - 06/30/2017
ALLSTATE FINANCIAL SERVICES, LLC (CYPRESS TX)
TX
11/07/2014 - 10/02/2015
PRINCOR FINANCIAL SERVICES CORPORATION (HOUSTON TX)
TX
03/25/2010 - 01/23/2013
ONEAMERICA SECURITIES, INC. (THE WOODLANDS TX)
MA
06/22/2009 - 01/15/2010
METLIFE SECURITIES INC. (SPRINGFIELD MA)
TX
06/16/2008 - 03/26/2009
AIG RETIREMENT ADVISORS, INC. (HOUSTON TX)
UT
11/02/2000 - 01/03/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
TX
10/03/1997 - 08/14/2000
AMERICAN GENERAL FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
04/20/1994 - 08/14/2000
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
AZ
03/30/1992 - 12/31/1993
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NA
01/04/1990 - 12/20/1991
FIDELITY EQUITY SERVICES CORPORATION
NJ
09/21/1989 - 11/16/1989
H. C. COPELAND AND ASSOCIATES EQUITIES, INC. (SOMERSET NJ)
NA
02/01/1989 - 08/15/1989
THE VARIABLE ANNUITY MARKETING COMPANY
NA
08/03/1988 - 12/19/1988
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
08/03/1988 - 12/19/1988
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
08/03/1988 - 12/19/1988
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NA
03/22/1978 - 06/23/1988
THE VARIABLE ANNUITY MARKETING COMPANY
BC
Issued 11/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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