Unclaimed
Robert Harmon is a financial advisor with PFS Investments Inc., a firm with a long history of serving clients. Robert has been a financial advisor since 1992 and has a strong understanding of the financial services industry. Robert is registered in 21 states and holds multiple licenses and certifications.
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
AZ
01/22/1992 - Present
PFS Investments Inc. (PHOENIX AZ)
BC
Issued 01/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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