Unclaimed
Aurora Heitman is a financial professional with over 15 years of experience in the industry. Aurora is a registered representative with PFS Investments Inc. Aurora currently holds the following licenses: Series 6, Series 63, Series 6TO, Series 26, and SIE. Aurora is a licensed financial professional who has expertise in investment company products/variable contracts. Aurora is based in San Leandro, CA.
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
CA
11/29/2022 - Present
PFS Investments Inc. (SAN LEANDRO CA)
CA
11/19/2007 - 11/04/2009
PFS INVESTMENTS INC. (SAN LEANDRO CA)
GA
03/29/2004 - 09/05/2006
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 11/02/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/29/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/15/2022
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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