Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kenneth Sloan is a financial professional with over 40 years of experience in the financial services industry. Robert is currently registered with PFS Investments Inc. and is active in Florida and Texas. Robert is a registered representative and investment advisor representative. He has obtained a Series 6, 63, 26 and 65 license, as well as the SIE exam. Robert Sloan specializes in providing financial planning and portfolio management for individuals.
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
01/31/2019 - Present
PFS Investments Inc. (JUPITER FL)
IA
Issued 09/08/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Sloan is the right advisor for you? Invested Better is here to help.
