Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vilis? Claim Your ProfileVilis Pasts is a registered investment advisor representative with BTS Asset Management, Inc. Vilis has been in the industry since 1970 and is currently registered in Massachusetts. Previously, Vilis was a registered representative for BTS Securities Corporation from 1980 to 2018, Independent Financial Planners Corporation from 1975 to 1980, and Independent Securities Corporation from 1971 to 1976. Vilis also worked for Chubb Securities Corporation and F.L. Putnam & Company, Inc. Vilis's specializations include investment management for individuals, businesses, and investment companies. Vilis is also involved with portfolio management for businesses, investment companies, and individuals. Vilis provides other advisory services such as market timing services and consultation 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consultation services
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
MA
04/12/1994 - Present
BTS Asset Management, Inc. (LEXINGTON MA)
MA
07/23/1980 - 02/26/2018
BTS SECURITIES CORPORATION (LEXINGTON MA)
NA
05/19/1975 - 07/23/1980
INDEPENDENT FINANCIAL PLANNERS CORPORATION
NA
10/24/1973 - 05/10/1976
INDEPENDENT SECURITIES CORPORATION
NA
05/30/1973 - 11/25/1973
CHUBB SECURITIES CORPORATION
NA
08/19/1971 - 07/01/1973
INDEPENDENT SECURITIES CORPORATION
NA
05/03/1971 - 12/08/1971
F. L. PUTNAM & COMPANY, INC.
NA
08/20/1970 - 07/04/1971
CG EQUITY SALES COMPANY
IA
Issued 09/30/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/1972
Series 00 - General Securities Principal Examination
BC
Issued 02/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1967
Series 1 - Registered Representative Examination
Active
Inactive
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