Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Livingston is a financial advisor with PFS Investments Inc. Robert has been in the financial industry since 2003. Robert is licensed to provide financial advice in Pennsylvania and has a Series 6, Series 7, and Series 63. Robert previously worked at LINSCO/PRIVATE LEDGER CORP., EDWARD JONES, and AMERICAN EXPRESS FINANCIAL ADVISORS INC. in several states. Robert specializes in helping clients with investment company products/variable contracts.
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
PA
01/03/2019 - Present
PFS Investments Inc. (PITTSBURGH PA)
PA
06/21/2005 - 08/23/2006
LINSCO/PRIVATE LEDGER CORP. (MONROEVILLE PA)
MO
04/01/2003 - 09/22/2003
EDWARD JONES (ST. LOUIS MO)
MN
05/30/1996 - 06/29/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/30/1996 - 06/29/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2019
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/31/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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