Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Basil? Claim Your ProfileBasil Noel Najjar is a financial advisor who has been in the industry since 2011. Basil currently works at PFS Investments Inc. and is registered with FINRA and the state of Texas. Basil has been a registered representative since 2009. Previously, Basil was employed by WELLS FARGO CLEARING SERVICES, LLC. Basil holds the Series 6, 63 and 26 licenses as well as the SIE. Basil is a specialist in the variable products space and has experience working with corporations, high net worth individuals and individuals other than high net worth.
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
TX
03/27/2020 - Present
PFS Investments Inc. (HOUSTON TX)
TX
09/15/2015 - 04/23/2018
WELLS FARGO CLEARING SERVICES, LLC (RICHMOND TX)
TX
03/19/2009 - 06/17/2015
PFS INVESTMENTS INC. (HOUSTON TX)
BC
Issued 02/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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