Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Michael Pangaro is a financial advisor at Pasi Investments, LLC. Jeffrey has been in the financial services industry since 2009 and has experience working with both individuals and businesses. Jeffrey is registered with the state of Connecticut, New York, and Texas. Jeffrey specializes in providing financial planning, portfolio management and pension consulting services.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CT
11/29/2021 - Present
Pasi Investments, LLC (CHESHIRE CT)
CT
03/25/2011 - 11/26/2014
LPL FINANCIAL LLC (CHESHIRE CT)
CT
05/05/2009 - 03/29/2011
EDWARD JONES (HAMDEN CT)
BOTH
Issued 05/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/05/2011
Series 24 - General Securities Principal Examination
BC
Issued 11/26/2014
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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