Unclaimed
Jason Pendleton is a registered representative with PFS Investments Inc. located in REDLANDS, CA. Jason has been in the industry since April 19, 2019 and has been associated with PFS Investments Inc. since April 20, 2019. Jason is licensed to sell securities in the following states: Arizona, California, Indiana, Nevada and New York. Jason has passed the Series 63, Series 6TO, and SIE exams. Jason specializes in portfolio management for individuals.
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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CA
04/20/2019 - Present
PFS Investments Inc. (REDLANDS CA)
BC
Issued 04/28/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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