Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Bast is a registered representative with PFS Investments Inc. located in Gainesville, Florida. Paul Bast is licensed in Florida and Massachusetts and has been in the industry since January 5, 2017. Paul Bast has successfully passed the Series 63, 65, and 26 exams as well as the SIE. Paul Bast has passed a total of five exams, and has two active state registrations and one active firm registration.
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
FL
08/11/2022 - Present
PFS Investments Inc. (GAINESVILLE FL)
IA
Issued 06/25/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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