Unclaimed
Christopher Heffernan is a financial advisor with PFS Investments Inc. Christopher has been working in the financial industry since 1992. Christopher has a Series 6, Series 26, Series 63, and Series 65 licenses, and is registered in multiple states. Christopher is also a licensed insurance agent. Christopher specializes in providing financial advice to individuals.
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
FL
06/01/2011 - Present
PFS Investments Inc. (DELRAY BEACH FL)
IA
Issued 02/10/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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