Patrick T. Bassett

JANSSON FINANCIAL SVCS

Dunkirk, MD

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CRD#: 2337415

Professional summary

Patrick Terence Bassett, who also goes by Patrick T Bassett, is a registered financial advisor currently at JANSSON FINANCIAL SVCS located in Dunkirk, Maryland and CEROS FINANCIAL SERVICES, INC. located in Warner Robins, Georgia.

Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Patrick has worked at 12 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 3, Series 7, Series 6, Series 24, Series 4 and Series 53 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patrick T Bassett

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Terence Bassett's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 8, 2025 - Present

JANSSON FINANCIAL SVCS

RIA

CRD#: 127786

Dunkirk, MD

Current

April 2, 2025 - Present

CEROS FINANCIAL SERVICES, INC.

Office #1: 300 Corporate Pointe, Warner Robins, GA 31088

CRD#: 37869

Warner Robins, GA

Past

June 18, 2012 - April 30, 2014

ARCHER DISTRIBUTORS, LLC

CRD#: 158961

OLNEY, MD

Past

October 31, 2008 - June 29, 2012

NORTHERN LIGHTS DISTRIBUTORS, LLC

CRD#: 126159

ELKHORN, NE

Past

September 26, 2007 - July 2, 2008

MYD MARKET, INC

CRD#: 29019

ROCKVILLE, MD

Past

May 7, 2007 - January 14, 2008

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

ROCKVILLE, MD

Past

May 7, 2007 - January 14, 2008

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

ROCKVILLE, MD

Past

January 4, 2006 - April 30, 2007

RYDEX ADVISORY SERVICES, LLC

RIA

CRD#: 132735

ROCKVILLE, MD

Past

October 28, 2004 - April 30, 2007

GUGGENHEIM DISTRIBUTORS, LLC

CRD#: 40805

ROCKVILLE, MD

Past

January 14, 2002 - October 22, 2004

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

ROCKVILLE, MD

Past

January 29, 2001 - October 26, 2004

MYD MARKET, INC

CRD#: 29019

NEW YORK, NY

Past

August 14, 2000 - October 22, 2004

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

ROCKVILLE, MD

Past

March 23, 1998 - July 14, 1999

THE ADVISORS GROUP, INC.

CRD#: 14035

BETHESDA, MD

Past

March 21, 1994 - March 20, 1998

ALLFIRST BROKERAGE CORPORATION

CRD#: 17531

BALTIMORE, MD

Past

November 19, 1993 - January 1, 1994

PARAGON CAPITAL MARKETS, INC.

CRD#: 18555

EAST HANOVER, NJ

Past

April 8, 1993 - July 15, 1993

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Georgia
(5/20/2025)

IAR

Georgia
(7/8/2025)

Maryland
(5/20/2025)

Virginia
(5/20/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 10/2/2023

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/20/2023

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/2/2025

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/27/2023

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 10/31/2012

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 11/18/1993

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/7/1993

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/7/2025

General Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 12/24/1996

Registered Options Principal Examination

Principal/Supervisory Exam

Series 53

Date: 7/3/1996

Municipal Securities Principal Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

JANSSON FINANCIAL SVCS

JANSSON FINANCIAL SERVICES | JANSSON FINANCIAL SVCS | JANSSON FINANCIAL SERVICES, INC.

CRD#: 127786 / SEC#:

Georgia

Registered Investment Advisory firm - (1/17/2025 Approved)

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Contact information

Main Address

300 Corporate Pointe, Warner Robins, GA 31088

Mailing Address

Phone number

(478) 923-9900

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	212
AUM (Assets Under Management)	$ 65,637,644

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Patrick T. Bassett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Terence Bassett's CRS (Customer Relationship Summary).

Certified licenses

Experience

CEROS FINANCIAL SERVICES, INC.

ARCHER DISTRIBUTORS, LLC

NORTHERN LIGHTS DISTRIBUTORS, LLC

MYD MARKET, INC

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

RYDEX ADVISORY SERVICES, LLC

GUGGENHEIM DISTRIBUTORS, LLC

GROVE POINT INVESTMENTS, LLC

MYD MARKET, INC

GROVE POINT INVESTMENTS, LLC

THE ADVISORS GROUP, INC.

ALLFIRST BROKERAGE CORPORATION

PARAGON CAPITAL MARKETS, INC.

WOODBURY FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/2/2023

Series 65

Date: 9/20/2023

Series 7TO

Date: 4/2/2025

SIE

Date: 7/27/2023

Series 3

Date: 10/31/2012

Series 7

Date: 11/18/1993

Series 6

Date: 4/7/1993

Series 24

Date: 5/7/2025

Series 4

Date: 12/24/1996

Series 53

Date: 7/3/1996

FINRA

Nasdaq Stock Market

Current Firm

JANSSON FINANCIAL SVCS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JANSSON FINANCIAL SVCS

TRUST BUT VERIFY

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