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. located in Coral Springs, FL. Robert has been in the financial industry since 2006 and holds licenses in Florida. Robert has extensive experience working with a variety of clients, including individuals, families, and businesses. Robert specializes in developing financial plans that help individuals meet their financial goals, such as retirement planning, college savings, and estate planning. Robert is committed to providing his clients with personalized service and guidance.
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
FL
09/23/2011 - Present
PFS Investments Inc. (CORAL SPRINGS FL)
GA
07/13/1993 - 12/31/1995
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 5/4/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
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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