Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jody? Claim Your ProfileJody Gerard Pasia is a financial professional with experience in the financial services industry. Jody is registered with PFS Investments Inc. and has been working in the industry since 2016. Jody is licensed to sell securities in California, New York, and Texas. Jody has also passed the Series 6, Series 26, and SIE examinations, and is qualified to provide financial advice. Jody is a member of the financial services industry and works to help clients 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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TX
01/27/2017 - Present
PFS Investments Inc. (HOUSTON TX)
TX
04/27/2016 - 12/31/2016
PFS INVESTMENTS INC. (HOUSTON TX)
BC
Issued 05/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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