Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Dawson is a financial advisor with PFS Investments Inc. based in Farmingdale, NY. Robert is licensed to offer securities in New York, New Jersey and North Carolina. Robert has Series 6TO, SIE and Series 63 licenses. Robert's areas of expertise include Investment Company Products/Variable Contracts, Securities Industry Essentials and Uniform Securities Agent State Law.
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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NY
06/14/2022 - Present
PFS Investments Inc. (FARMINGDALE NY)
BC
Issued 02/23/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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