Unclaimed
Robert Dullinger is an Investment Advisor Representative with PFS Investments Inc. Robert has been in the securities industry since 1985. Robert has a Series 6, Series 63, Series 26 and Series 65 licenses. Robert is registered in Arizona, Florida, Illinois, Indiana, Michigan, Ohio, Utah and Wisconsin. Robert is licensed in Illinois. Robert is also a registered representative of PFS Investments Inc. Robert may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services.
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
IL
08/11/2011 - Present
PFS Investments Inc. (NAPERVILLE IL)
IA
Issued 06/13/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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