Unclaimed
Bastanial Oliver Elleston is a financial professional with over 18 years of experience in the industry. Bastanial is currently registered with PFS Investments Inc. in Rockville Center, NY. Bastanial is also registered in 10 other states. Bastanial is qualified to provide investment advice in a variety of areas, including variable annuities, mutual funds and other investment products.
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
NY
07/22/2005 - Present
PFS Investments Inc. (ROCKVILLE CENTER NY)
BC
Issued 07/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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