Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Allison is a financial advisor with PFS Investments Inc. Robert has been a financial advisor for over 37 years and is registered with the state of Pennsylvania as both a broker and an investment advisor. Robert is also registered in Maryland as a broker. Robert has Series 6, Series 63, Series 65 and SIE licenses. Robert specializes in providing portfolio management for individuals. In addition to his role as a financial advisor, Robert may also receive compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. for the referral of home security and automation products, as well as other home related services.
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
PA
06/27/2024 - Present
PFS Investments Inc. (CHAMBERSBURG PA)
IA
Issued 06/13/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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