Unclaimed
Robert Carter is a financial professional with over six years of experience in the industry. Robert is currently registered with PFS Investments Inc. and holds Series 6 and Series 63 licenses. Robert's career with PFS Investments Inc. began in July 2015, in Morrow, Georgia. Robert holds a Series 6 license and has extensive experience providing financial advice to individuals, high-net-worth individuals, charitable organizations and corporations or other businesses.
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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GA
01/07/2022 - Present
PFS Investments Inc. (STOCKBRIDGE GA)
GA
07/15/2015 - 12/31/2021
PFS INVESTMENTS INC. (MORROW GA)
BC
Issued 08/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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