Unclaimed
Robert Maurice Shipp is a financial advisor registered with PFS Investments Inc. Robert is a seasoned professional with over 25 years of experience in the financial services industry. Robert holds several licenses including Series 6, Series 26, and Series 63. He is registered in five states including California, Florida, Georgia, Illinois, and Wisconsin. Robert's current office is located in Tampa, Florida.
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
03/29/1996 - Present
PFS Investments Inc. (TAMPA FL)
BC
Issued 07/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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