Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Taylor is a financial professional with over 30 years of experience in the industry. Robert is registered with PFS Investments Inc. and has been with the firm since 1994. Robert holds a Series 6, Series 26, and Series 63 license, as well as the SIE exam. Robert provides portfolio management for individuals.
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
IL
03/25/2003 - Present
PFS Investments Inc. (ORLAND PARK IL)
GA
04/18/1994 - 12/31/2002
PFS INVESTMENTS INC. (DULUTH GA)
GA
06/11/1984 - 09/16/1992
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 01/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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