Verified
Todd Basler is a financial advisor with PFS Investments Inc. based in ST LOUIS, MO. Todd has been in the financial services industry since 1994. Todd is licensed to provide investment advice in 12 states, including Arkansas, California, Colorado, Florida, Illinois, Missouri, North Carolina, Tennessee, Texas, Virginia, and Wisconsin. Todd is also registered with FINRA and the state of Missouri. Todd specializes in providing financial planning and portfolio management services to individuals and businesses.
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
MO
01/22/2015 - Present
PFS Investments Inc. (ST LOUIS MO)
IA
Issued 12/30/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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