Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Samuel Jones is an investment advisor representative with PFS Investments Inc. in Kansas City, Missouri. Robert has been in the industry since 1992 and holds a Series 6, Series 26, Series 63, and Series 65 licenses. He is a Registered Investment Advisor (IA) in Missouri and Texas. Robert specializes in portfolio management for individuals. Robert is a Minister and Board Member at Mt Pleasant Baptist Church.
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
MO
04/11/2022 - Present
PFS Investments Inc. (KANSAS CITY MO)
IA
Issued 04/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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