Pension Service Associates Securities Corporation

Financial ServicesCalifornia, United States2-10 Employees

This website lists my various 401k-related business interests, and links to them.

F.I.N.R.A. Broker Dealer for Sale by Owner
($5 K Net Capital)
Pension Service Associates Securities Corp. (P.S.A.S.) Registered in one state (California s-corporation). Established 20 years ago (1992). C.R.D (29919) is COMPLETELY CLEAN. Approved for Broker or Dealer selling variable life or insurance or annuities (V.L.A) and Mutual Fund retailer (MFR). Firm has one principal, and has a $5K net capital requirement.

Transaction includes approximately $4.5 million in mutual fund IRA Rollover and S.E.P. IRA assets that generated approximately $10,000 in 12-B1 trailers annually. Average age of these mutual fund retirement accounts is 9-10 years, and includes funds from John Hancock, M.F.S., Putnam, Evergreen, Black Rock, Eaton Vance and others. Approximately 200 clients, who have all been with P.S.A.S. for a minimum of 12 years. Asking $85,000. 

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