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Preetinder S Bassi

Edward Jones

Clifton Park, NY

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-12-09
NY RA APPROVED 2021-11-15
  • TX RA
    APPROVED
    Since 2021-12-09
  • NY RA
    APPROVED
    Since 2021-11-15

Branch Locations

675 Grooms Rd #206, Clifton Park, NY 12065-5912 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 09/2021 Present
New York Ehealth Collaborative Albany NY 12/2018 09/2021
Unemployed Bethpage NY 07/2018 11/2018
Maimonides Medical Center Brooklyn NY 07/2016 06/2018
  • 09/2021 → Present
    Edward Jones
    St Louis, MO
  • 12/2018 → 09/2021
    New York Ehealth Collaborative
    Albany, NY
  • 07/2018 → 11/2018
    Unemployed
    Bethpage, NY
  • 07/2016 → 06/2018
    Maimonides Medical Center
    Brooklyn, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-13
  • S66 Uniform Combined State Law Examination
    2021-11-13
Other Names
  • Preet Bassi
  • Preetinder Bassi

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CLIFTON PARK, NY
KEY INVESTMENT SERVICES LLC · CLIFTON PARK, NY
CETERA INVESTMENT ADVISERS LLC · CLIFTON PARK, NY
OPTIMUS WEALTH MANAGEMENT GROUP, INC. · CLIFTON PARK, NY
PFS INVESTMENTS INC. · CLIFTON PARK, NY
BANKERS LIFE ADVISORY SERVICES, INC. · Clifton Park, NY
CETERA INVESTMENT ADVISERS LLC · CLIFTON PARK, NY
OSAIC WEALTH, INC. · CLIFTON PARK, NY

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