Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Alves is an investment advisor representative with PFS Investments Inc. Jason has been in the industry since March 21, 2011. Jason is registered with FINRA and the state of Washington as a registered representative and investment advisor. Jason is also registered with the state of New York as a registered representative. Jason holds the Series 6, Series 63, Series 26, and SIE licenses. Jason can provide investment advice to individuals and businesses.
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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NJ
11/15/2019 - Present
PFS Investments Inc. (EDISON NJ)
IA
Issued 10/23/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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