Unclaimed
Jason Dearborn is an investment advisor representative with PFS Investments Inc. Jason has been in the industry for over 10 years and has experience in financial planning and portfolio management for individuals. Jason holds the Series 6, 26, 63, and 65 licenses. They are also registered with the state of Georgia as an investment advisor. Jason is dedicated to helping individuals reach 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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GA
09/29/2016 - Present
PFS Investments Inc. (DULUTH GA)
PA
10/03/2013 - 05/18/2016
PFS INVESTMENTS INC. (LANCASTER PA)
IA
Issued 09/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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