Unclaimed
Robert Papa is a financial advisor with PFS Investments Inc. Robert has been in the industry since 2000 and is registered with the state of California. Robert has a Series 6, Series 63, and Series 6TO license. Robert has previously worked at NYLIFE SECURITIES LLC and FARMERS FINANCIAL SOLUTIONS, 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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2
CA
02/21/2024 - Present
PFS Investments Inc. (SAN DIEGO CA)
CA
11/21/2023 - 01/03/2024
NYLIFE SECURITIES LLC (SAN DIEGO CA)
CA
09/08/2000 - 02/12/2010
FARMERS FINANCIAL SOLUTIONS, LLC (NATIONAL CITY CA)
IL
09/01/2000 - 09/08/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
BC
Issued 12/20/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/14/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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