Unclaimed
Robert Stallworth is an investment advisor representative for PFS Investments Inc. Robert has been in the industry since December 1991. Robert has a variety of licenses and certifications, including Series 6, Series 63, and Series 26, as well as a Series 65 license. Robert holds registrations in 11 states, including Maine, Massachusetts, New York, and California, where Robert is licensed to offer both broker-dealer and investment advisory services. Robert is affiliated with Primerica Financial Services in addition to PFS Investments Inc. Robert has a history of serving clients who are individuals, corporations, and charitable organizations.
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
ME
10/20/2011 - Present
PFS Investments Inc. (BELFAST ME)
IA
Issued 09/02/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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