Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Losier is an Investment Advisor Representative at PFS Investments Inc. located in Bonita Springs, Florida. Robert holds Series 6 and SIE licenses and has been in the industry since 2023. Robert specializes in individual portfolio management.
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
FL
02/08/2024 - Present
PFS Investments Inc. (BONITA SPRINGS FL)
FL
11/21/2023 - 01/18/2024
PFS INVESTMENTS INC. (BONITA SPRINGS FL)
BC
Issued 11/21/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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