Unclaimed
Robert William Walker is a registered investment advisor representative with PFS Investments Inc. Robert has been in the securities industry since July 11, 1996. Robert is registered with the state of Washington to provide investment advisory services. Robert's firm, PFS Investments Inc. has 3,515 investment adviser representatives, 3,582 registered representatives, and 3,560 investment advisory function employees. The firm's assets under management are about $8.46 billion. Robert is registered with the state of Washington as an investment adviser representative.
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
WA
04/18/2014 - Present
PFS Investments Inc. (MT VERNON WA)
GA
12/19/1996 - 04/08/2009
PFS INVESTMENTS INC. (DULUTH GA)
MN
11/14/1995 - 07/17/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
GA
12/08/1994 - 03/19/1996
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 02/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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