Unclaimed
Robert Pacheco is an investment advisor representative with PFS INVESTMENTS INC. Robert has been working in the financial services industry since 1996 and has held several positions with PFS INVESTMENTS INC. The advisor is currently registered with FINRA and the state of New York. The firm has a total of 59,808 accounts under management. The firm's primary office is located in Duluth, Georgia, while Robert is registered in New York.
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.
1
2
NY
08/03/2021 - Present
PFS Investments Inc. (BROOKLYN NY)
GA
05/23/2006 - 12/23/2008
PFS INVESTMENTS INC. (DULUTH GA)
GA
03/01/1996 - 02/22/2006
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 4/6/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/27/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/16/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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