Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Michael Gephart is a financial advisor with PFS Investments Inc., based in FINDLAY, OH. Robert has been in the industry since May 26, 1983. He has a Series 6 license, a Series 26 license, and a SIE license. Robert is registered with the state of Ohio as a securities advisor and investment advisor. Robert can provide financial planning and portfolio management services for individuals. In addition to his work with PFS Investments Inc., Robert may also receive compensation for selling loan products from Primerica Mortgage, LLC.
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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OH
10/11/2011 - Present
PFS Investments Inc. (FINDLAY OH)
BC
Issued 10/05/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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