Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Avitia is a financial professional who has been working in the industry since August 16, 2007. Robert is currently registered with PFS Investments Inc. as an Investment Advisor Representative. Robert holds the Series 6, Series 26, and Series 63 licenses. Robert has been registered in 23 states and the District of Columbia. Robert's primary location is in Houston, TX at the PFS Investments Inc. branch office located at 738 HIGHWAY 6 SOUTH, STE 100-B.
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
TX
08/17/2007 - Present
PFS Investments Inc. (HOUSTON TX)
BC
Issued 05/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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