Unclaimed
Robert Jara is a financial professional with over 17 years of experience in the industry. Robert is currently registered with PFS Investments Inc. in Tampa, FL. Robert is also registered with the state of Florida and South Carolina. Robert has experience with various financial products including investment company products and variable contracts. Robert has a Series 6, Series 63, and SIE licenses. Prior to joining PFS Investments Inc., Robert was registered with ALLSTATE FINANCIAL SERVICES, LLC in Simpsonville, SC and PFS Investments Inc. in Greenville, SC.
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
04/04/2014 - Present
PFS Investments Inc. (TAMPA FL)
SC
04/03/2012 - 02/26/2013
ALLSTATE FINANCIAL SERVICES, LLC (SIMPSONVILLE SC)
SC
06/03/2005 - 11/02/2011
PFS INVESTMENTS INC. (GREENVILLE SC)
BC
Issued 01/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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