Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roy? Claim Your ProfileRoy Alan Lipson is a financial advisor with PFS Investments Inc. located in DELRAY BEACH, FL. Roy has been in the industry since 1993. Roy holds Series 6, 26, 63, and 65 licenses as well as the SIE. Roy is registered in 13 states and specializes in providing portfolio management for 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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2
FL
06/16/2021 - Present
PFS Investments Inc. (DELRAY BEACH FL)
IA
Issued 03/26/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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