Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Edward Walker is a financial advisor with PFS Investments Inc. based in Springfield, VT. Robert has been in the financial industry since March 12, 1986. Robert is registered with the state of Vermont as a Registered Investment Advisor and as a Registered Representative. Robert holds a Series 6, 63, 26 and 65 license and a SIE exam. Robert is also registered with the state of Indiana, Maine, New Hampshire, Pennsylvania and Vermont as a Registered Representative. Robert offers various investment advisory services including portfolio management for individuals.
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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VT
07/18/2013 - Present
PFS Investments Inc. (SPRINGFIELD VT)
IA
Issued 05/24/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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