Unclaimed
Jaseth Bassaragh is a financial advisor registered with PFS Investments Inc. and has been in the industry since 2017. Jaseth is registered in Texas as a broker-dealer and investment advisor representative. Jaseth provides financial planning and portfolio management services to individuals and businesses. Jaseth holds Series 6, 63, 26 and 65 licenses as well as the SIE designation.
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.
1
2
TX
02/27/2023 - Present
PFS Investments Inc. (LONGVIEW TX)
NY
01/15/2022 - 12/31/2022
PFS INVESTMENTS INC. (BELLEROSE NY)
NY
11/06/2017 - 12/31/2021
PFS INVESTMENTS INC. (JACKSON HEIGHTS NY)
IA
Issued 01/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jaseth Bassaragh is the right advisor for you? Invested Better is here to help.