Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Preston Ashby is a financial advisor at PFS Investments Inc. He has been in the industry since March 2018 and holds the Series 6, SIE, Series 63, and Series 26 licenses. Robert is registered with the state of Virginia. Robert works with individuals, corporations, and charitable organizations. He specializes in portfolio management for individuals.
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
VA
03/14/2018 - Present
PFS Investments Inc. (ASHLAND VA)
BC
Issued 04/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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