Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Romie? Claim Your ProfileRomie Henry is a financial advisor with PFS Investments Inc. based in Tulsa, Oklahoma. Romie has been in the financial services industry since February 14, 2011, and is registered with the state of Oklahoma as a Registered Representative and Investment Adviser Representative. Romie holds Series 6, 63, 26, and 65 licenses, and also holds the SIE designation. Romie provides investment advisory services to individuals and businesses, including portfolio management, financial planning, and other services. Romie is committed to helping clients achieve 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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2
OK
06/10/2013 - Present
PFS Investments Inc. (TULSA OK)
IA
Issued 05/02/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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