Unclaimed
Robert Willey is a registered representative with PFS Investments Inc. Robert has been in the securities industry since January 16, 2011, and holds the Series 6 and Series 63 licenses, as well as the SIE exam. Robert has worked at PFS Investments Inc. since January 17, 2011. Robert's current branch location is 645 E MISSOURI AVE, STE 175-B, PHOENIX, AZ 85012. Robert is licensed in Kansas, Missouri, and North Dakota.
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
AZ
01/17/2011 - Present
PFS Investments Inc. (PHOENIX AZ)
BC
Issued 01/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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