Unclaimed
Robert Wayne Harrison is a financial advisor associated with PFS Investments Inc. and has been in the industry since 2008. Robert holds Series 6, 26, 63 and SIE licenses. Robert has been registered in multiple states including Texas, California, Florida, Illinois, Louisiana, Missouri, Ohio, Pennsylvania and Tennessee. Robert has experience in portfolio management for individuals and has a large client base of individuals, corporations and charitable organizations.
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
TX
01/27/2012 - Present
PFS Investments Inc. (ROUND ROCK TX)
TX
03/10/2010 - 12/31/2011
PFS INVESTMENTS INC. (AUSTIN TX)
TX
05/09/2008 - 12/31/2009
PFS INVESTMENTS INC. (AUSTIN TX)
BC
Issued 03/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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