Unclaimed
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.
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
OH
01/09/2023 - Present
PFS Investments Inc. (WEST CHESTER OH)
OH
01/05/2017 - 12/31/2022
PFS INVESTMENTS INC. (WEST CHESTER OH)
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
Active
Inactive
F
FINRA
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