Unclaimed
Robert Oppel is a registered representative associated with PFS Investments Inc. Robert has been in the industry since June 14, 2014, and has experience with Wells Fargo Clearing Services, LLC. Robert is currently registered with the state of California and is licensed with FINRA.
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.
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2
CA
10/30/2018 - Present
PFS Investments Inc. (INGLEWOOD CA)
CA
11/04/2016 - 06/09/2017
WELLS FARGO CLEARING SERVICES, LLC (MARINA DEL REY CA)
GA
08/20/1997 - 05/30/2001
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 11/16/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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