Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Ferrie is a financial professional with over 20 years of experience in the securities industry. Jason is currently registered with PFS Investments Inc. and has been with them since August 2004. He has a wide range of licenses and certifications including Series 6, 63 and 26. Jason also holds several state registrations, including in Arizona, Iowa, Minnesota, Montana, Pennsylvania, Rhode Island, South Dakota, Texas, Utah, and Wisconsin. He is able to provide services to a variety of clients, including individuals, corporations, and charitable organizations. Jason is committed to providing his clients with personalized financial advice and guidance to help them achieve 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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2
MN
12/05/2013 - Present
PFS Investments Inc. (ROCHESTER MN)
BC
Issued 10/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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