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Robyn Marie Urig

PFS Investments Inc.

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About Robyn Marie Urig

Robyn Marie Urig is a financial professional with experience in the financial services industry. Robyn is currently registered with PFS Investments Inc. in Ohio and is also registered as an investment advisor in Ohio. Robyn has passed the Series 6, SIE, and Series 63 exams. Previously, Robyn worked with PFS INVESTMENTS INC. in West Chester, OH and also held positions at Primerica Financial Services, Chesapeake Accounting Co, COURT YARD SPORTSPLEX, and TORCHLIGHT FINANCIAL GROUP. Robyn has specialized in the sale of investment-related products for PFS Investments Inc and its affiliates. Robyn also received compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. for non-investment related sales.

Firm Information

Robyn Urig is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robyn Urig’s Registration & Firm History

OH

01/09/2023 - Present

PFS Investments Inc. (WEST CHESTER OH)

OH

01/05/2017 - 12/31/2022

PFS INVESTMENTS INC. (WEST CHESTER OH)

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Licenses & Designations

BC

Issued 04/27/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/05/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robyn Marie Urig.
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