Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wingerter is a financial advisor with PFS Investments Inc. registered in Louisiana with a Series 63, 6TO and SIE license. Robert Wingerter has been in the financial industry since August 4, 2023. Robert Wingerter specializes in financial planning and portfolio management for individuals. The firm offers services to individuals, corporations, charitable organizations, and high-net-worth 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.
1
2
MS
08/04/2023 - Present
PFS Investments Inc. (FLOWOOD MS)
BC
Issued 10/16/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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