Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wesley Carter is a financial advisor with PFS Investments Inc. in Duluth, Georgia. Robert has been in the financial services industry since 2016. Robert has a combined 6 years of experience in the financial services industry. Robert holds the Series 66, Series 7 and SIE licenses. Robert is registered in Georgia as both a Broker and an Investment Advisor. Robert also works as a manager for PFS Investments 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.
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GA
12/02/2022 - Present
PFS Investments Inc. (DULUTH GA)
GA
12/04/2019 - 06/06/2022
INVESCO DISTRIBUTORS, INC. (ATLANTA GA)
GA
09/14/2016 - 09/06/2019
EDWARD JONES (MARIETTA GA)
BOTH
Issued 10/02/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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