Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Yocum is a financial professional with PFS Investments Inc. Robert has been in the industry for over 2 years. Robert is a Registered Representative and Investment Advisor Representative, holding licenses in California. Robert has experience in a variety of areas including investment company products, variable contracts, and securities. Robert is committed to providing personalized financial advice to help clients reach their financial goals.
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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CA
06/28/2021 - Present
PFS Investments Inc. (REDLANDS CA)
BC
Issued 08/08/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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