Verified
Robert E. Jordan is an investment advisor representative with PFS Investments Inc. located in FORT MILL, SC. Robert is licensed to provide investment advice in multiple states and has been in the industry since 2016. Robert is associated with the firm PRUCO SECURITIES CORPORATION and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA.
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.
1
2
SC
03/06/2023 - Present
PFS Investments Inc. (FORT MILL SC)
NA
01/10/1990 - 04/10/1991
PRUCO SECURITIES CORPORATION
NA
01/10/1990 - 04/10/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
IA
Issued 02/10/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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