Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bailey is a registered investment advisor representative with PFS Investments Inc. based in BELFAIR, Washington. Robert has been in the securities industry since June 1, 1989. Robert has passed the Series 6, Series 26, Series 63, and Series 65 exams. Robert is also registered in California, Oregon, and Washington. Robert offers investment advisory services and works with 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
WA
08/19/2011 - Present
PFS Investments Inc. (BELFAIR WA)
IA
Issued 04/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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