Unclaimed
Bhim Bastola is an Investment Advisor Representative at PFS Investments Inc. Bhim is licensed in 13 states including Ohio, Arizona, Colorado, Illinois, Iowa, Kentucky, Massachusetts, Michigan, New York, Pennsylvania, Texas, and Vermont. Bhim has been in the industry for over ten years and has experience working with a wide range of clients, including individuals, families, and businesses. Bhim is committed to providing personalized financial advice and guidance to help his 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
OH
05/29/2020 - Present
PFS Investments Inc. (REYNOLDSBURG OH)
BC
Issued 06/13/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/21/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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