Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamshed? Claim Your ProfileJamshed Kavina is a financial advisor at PFS Investments Inc. with over 15 years of experience in the industry. Jamshed has been registered with the state of Illinois since 2021. Prior to joining PFS Investments Inc., Jamshed worked for Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. Jamshed has a Series 6, Series 63 and Series 65 licenses as well as a Securities Industry Essentials (SIE) exam.
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
02/02/2022 - Present
PFS Investments Inc. (NAPERVILLE IL)
MN
06/27/2012 - 09/15/2021
AMERIPRISE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
MN
10/05/2009 - 08/19/2010
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MI
09/30/2004 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (DETROIT MI)
IA
Issued 11/04/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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