Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Mark Barrett is a financial advisor with PFS Investments Inc. Robert has been in the financial services industry since 1993 and has over 20 years of experience. Robert holds both Series 6 and 63 licenses and is registered as an investment advisor representative in Florida. Robert is also a licensed insurance agent and has experience in selling investment-related products.
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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FL
01/07/2025 - Present
PFS Investments Inc. (CORAL SPRINGS FL)
GA
07/13/1993 - 12/31/1995
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 05/04/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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