Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Sheppard is a financial advisor with PFS Investments Inc., a firm with a long history in the financial services industry. Robert has been a registered representative with PFS Investments Inc. for over 30 years, and he has also held positions with other firms in the financial services industry, including Ameritas Investment Company, LLC. Robert has extensive experience in the field of financial advising and he is committed to providing his clients with personalized service and tailored solutions. Robert is a Series 7TO, Series 63, and Series 65 licensed advisor with a strong background in investments and financial planning. Robert holds a General Securities Representative and Investment Company Products/Variable Contracts Representative license, in addition to his investment advisor registration, which makes him a well-rounded financial advisor. Robert is currently licensed to provide advisory services in Tennessee.
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
TN
06/25/2024 - Present
PFS Investments Inc. (KNOXVILLE TN)
TN
02/27/2023 - 05/15/2024
AMERITAS INVESTMENT COMPANY, LLC (Cookeville TN)
TN
08/02/2022 - 02/24/2023
PFS INVESTMENTS INC. (KNOXVILLE TN)
TN
08/27/2021 - 07/07/2022
AMERITAS INVESTMENT COMPANY, LLC (COOKVILLE TN)
TN
07/09/2021 - 08/30/2021
PFS INVESTMENTS INC. (KNOXVILLE TN)
IA
Issued 12/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/09/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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