Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Juran Bass is a financial advisor with PFS Investments Inc., located in Wheaton, IL. Andrew has been in the financial industry since July 2012 and is registered with the state of Illinois as both a Registered Representative (Series 63) and Investment Advisor Representative (Series 65). Andrew's expertise includes investment company products and variable contracts. Andrew also holds the Series 26 and Series 6 licenses and the SIE exam. Andrew has a strong background in financial services, with experience in both the investment and insurance industries. Andrew 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
IL
06/09/2015 - Present
PFS Investments Inc. (WHEATON IL)
IA
Issued 06/01/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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