Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Semerad is an active financial advisor with PFS Investments Inc. Robert has been in the financial industry since 2017. Robert holds several securities licenses, including Series 6, Series 63, Series 26 and the SIE exam. Robert is registered to provide investment advice in Pennsylvania and Maryland. Robert specializes in providing portfolio management for individuals. Robert is also affiliated with Sheppard Financial Group and Primerica Mortgage, LLC and Primerica Client Services, Inc.
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
PA
02/26/2021 - Present
PFS Investments Inc. (YORK PA)
IA
Issued 02/06/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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