Unclaimed
Robert Wayne Perdue is a financial advisor currently affiliated with PFS Investments Inc. Robert joined PFS Investments Inc. on May 21, 2014. Robert has been in the industry since May 20, 2014. Robert has passed the Series 6, Series 63 and SIE exams. Robert is licensed in Virginia, Maryland, and Florida.
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
VA
05/21/2014 - Present
PFS Investments Inc. (STERLING VA)
BC
Issued 06/04/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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