Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberto? Claim Your ProfileRoberto Oneal is a financial professional with over 14 years of experience in the industry. Roberto is registered with PFS Investments Inc. in Louisiana and Arizona, and holds Series 6, 26, and 63 licenses. Roberto has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Roberto specializes in providing financial planning and portfolio management services.
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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LA
01/04/2024 - Present
PFS Investments Inc. (BATON ROUGE LA)
LA
01/14/2023 - 12/31/2023
PFS INVESTMENTS INC. (BATON ROUGE LA)
LA
04/02/2019 - 12/31/2022
PFS INVESTMENTS INC. (BATON ROUGE LA)
LA
09/02/2009 - 03/06/2019
PFS INVESTMENTS INC. (BATON ROUGE LA)
BC
Issued 10/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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