Unclaimed
Pavel Mordasov is a financial advisor with Cetera Investment Advisers LLC. Pavel has over 8 years of experience in the financial industry, having previously worked at Janney Montgomery Scott LLC and PFS Investments Inc. Pavel holds the Series 6, 7, 9, 10, 26, 63, and 65 licenses, and has experience providing financial advice to a variety of clients, including individuals, corporations, and charitable organizations. Pavel is dedicated to helping clients reach their financial goals and providing them with the guidance they need to make informed financial decisions.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
PA
12/13/2024 - Present
Cetera Investment Advisers LLC (WEST CHESTER PA)
PA
04/06/2018 - 01/18/2024
JANNEY MONTGOMERY SCOTT LLC (BLUE BELL PA)
PA
04/21/2016 - 04/09/2018
PFS INVESTMENTS INC. (WEST LAWN PA)
IA
Issued 03/28/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/10/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/27/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2018
Series 7 - General Securities Representative Examination
BC
Issued 04/21/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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