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Robert John Sokorai

PFS Investments Inc.

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About Robert John Sokorai

Robert Sokorai is a financial advisor registered in Michigan with PFS Investments Inc. He is a well-seasoned financial professional, having been in the industry since 1997. He has worked with a variety of firms over the years and holds a variety of licenses and certifications. He is committed to providing financial advice that is tailored to the individual needs of his clients. Robert Sokorai has a strong track record of success in helping his clients achieve their financial goals. He is a highly qualified and experienced financial advisor who can help you with all your financial needs.

Firm Information

Robert Sokorai is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Sokorai’s Registration & Firm History

MI

12/19/2011 - Present

PFS Investments Inc. (PORTAGE MI)

IL

09/27/2005 - 12/31/2009

DRYSDALE HOLDINGS, LLC (CHICAGO IL)

OH

04/21/2003 - 12/03/2003

THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)

NY

04/16/1999 - 03/10/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

NY

01/01/1999 - 04/19/1999

FAHNESTOCK & CO., INC. (NEW YORK NY)

MI

01/21/1998 - 01/01/1999

FIRST OF MICHIGAN CORPORATION (DETROIT MI)

CO

12/02/1997 - 02/11/1998

CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

BC

Issued 09/28/2012

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/21/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/01/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 12/01/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Robert John Sokorai. Review regulatory record here.
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