Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Jones is a licensed investment advisor with over 30 years of experience in the financial services industry. Robert is currently registered with PFS Investments Inc., where he has been providing financial advice to individuals since July 1991. Robert is also a licensed securities agent in Missouri. He is well-versed in investment company products and variable contracts, having passed the Series 6 exam in July 1991. Robert passed the Securities Industry Essentials Examination in October 2018, demonstrating his commitment to staying current with the latest industry standards.
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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MO
07/25/1991 - Present
PFS Investments Inc. (KANSAS CITY MO)
BC
Issued 07/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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