Unclaimed
Robert Elliot Blue is a financial professional with over 20 years of experience in the industry. Robert has a Series 6, 26, and 63 license and is currently registered with PFS Investments Inc. in New York. Robert is currently located at the PFS Investments Inc. office in Holbrook, NY. PFS Investments Inc. has over 3,500 employees, and the company manages more than $8.5 billion in assets. Robert is a financial professional with a proven track record of success in helping individuals and businesses achieve 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.
1
2
NY
09/16/2013 - Present
PFS Investments Inc. (HOLBROOK NY)
NC
07/13/2001 - 07/24/2012
PFS INVESTMENTS INC. (CARY NC)
BC
Issued 09/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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