Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Cromwell-smith is a registered representative with PFS Investments Inc. Robin has been in the financial services industry since April 12, 2018, and has passed the Securities Industry Essentials Examination (SIE), the Investment Company Products/Variable Contracts Representative Examination (Series 6), and the Uniform Securities Agent State Law Examination (Series 63). Robin is registered with the state of California to offer securities and investment advisory 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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2
CA
04/13/2018 - Present
PFS Investments Inc. (SACRAMENTO CA)
BC
Issued 05/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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