Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Elijah Lewis is a financial professional licensed to provide investment advice in multiple states. Robert currently works as a Registered Representative for PFS Investments Inc. Robert has been in the industry since November 25, 2020. Robert holds several industry credentials, including the Series 63, 26 and 6TO licenses. Robert holds a specialization in Variable Annuities. Robert's firm, PFS Investments Inc., is a registered investment advisor. PFS Investments Inc. provides financial advice to a wide range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Robert is dedicated to providing sound financial advice and helping clients reach their financial goals.
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
NY
11/26/2020 - Present
PFS Investments Inc. (HOLBROOK NY)
BC
Issued 12/19/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/25/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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