Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Robertson is a registered investment advisor representative with PFS Investments Inc. Ronald has been in the financial services industry since September 17, 1985. Ronald is registered in 12 states including California, Colorado, Florida, Hawaii, Illinois, Kansas, Missouri, Ohio, Tennessee, Texas and has Series 6, 63, 65 and 26 licenses. Ronald is registered in the state of Florida with the designation of Registered Agent and in Texas as a Resident Agent. The firm has approximately $8.5 billion in assets under management.
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.
1
2
FL
01/31/2019 - Present
PFS Investments Inc. (TAMPA FL)
IA
Issued 02/15/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ronald Robertson is the right advisor for you? Invested Better is here to help.
