Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roosevelt? Claim Your ProfileRoosevelt Alexander Kirby is a financial advisor currently registered with PFS Investments Inc. Roosevelt has been in the industry since July 1989 and is licensed in 17 states. Roosevelt provides financial planning and portfolio management services to individuals.
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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CA
05/22/2013 - Present
PFS Investments Inc. (ROSEVILLE CA)
IA
Issued 05/10/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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