Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Robinette is a financial advisor with PFS Investments Inc. based in Aurora, CO. Robert has been a licensed financial advisor since 2000 and has held numerous registrations with various firms over the years. Robert is currently registered with the state of Colorado and Texas. He is also registered with FINRA and the Securities Industry Essentials (SIE) exam. Robert has extensive experience in the financial services industry and is committed to providing personalized financial advice to meet individual needs.
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
CO
08/07/2023 - Present
PFS Investments Inc. (AURORA CO)
OH
04/29/2014 - 03/11/2016
OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)
MA
01/02/2013 - 08/27/2013
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
CT
07/07/2010 - 01/02/2013
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)
NJ
02/27/2007 - 02/26/2009
ADP BROKER-DEALER, INC. (ROSELAND NJ)
NY
01/21/2004 - 02/02/2006
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
TX
05/08/2003 - 01/23/2004
LLOYD, SCOTT & VALENTI, LTD. (AUSTIN TX)
MI
11/17/2000 - 05/13/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 07/24/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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