Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Nelson is a financial advisor with over 17 years of experience in the industry. Robert has a strong background in investments and is licensed to provide financial advice in several states, including Alabama, California, Florida, Georgia, Louisiana, New York, Pennsylvania, Texas, and Washington. He is currently registered with PFS Investments Inc., a firm that provides a wide range of financial services, including investment management, financial planning, and retirement planning. Robert is committed to providing clients with personalized financial advice that meets their individual needs.
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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TX
05/13/2011 - Present
PFS Investments Inc. (DALLAS TX)
GA
12/03/2003 - 12/31/2010
PFS INVESTMENTS INC. (ATLANTA GA)
BC
Issued 12/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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