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Connor Heck

PFS Investments Inc.

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About Connor Heck

Connor Heck is a registered representative with PFS Investments Inc. Connor is registered with the state of Wisconsin and has been working in the financial services industry since 2018. Connor is licensed with PFS Investments Inc., a firm with 3510 licensed agents. PFS Investments Inc. is a company that specializes in the sale of investment-related products. Connor is also a licensed representative with Primerica Client Services, Inc., an affiliate of PFS Investments Inc., offering financial products, and Primerica Mortgage, LLC, offering loan products. Connor has worked with clients including high net worth individuals, corporations or other businesses and individuals other than high net worth.

Firm Information

Connor Heck is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Connor Heck’s Registration & Firm History

WI

01/01/2025 - Present

PFS Investments Inc. (APPLETON WI)

WI

01/19/2022 - 12/31/2023

PFS INVESTMENTS INC. (APPLETON WI)

WI

07/23/2021 - 12/31/2021

PFS INVESTMENTS INC. (APPLETON WI)

WI

01/24/2019 - 01/15/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FRANKLIN WI)

WI

03/07/2018 - 07/30/2018

EDWARD JONES (MENOMONEE FALLS WI)

WI

09/08/2017 - 03/05/2018

WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)

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Licenses & Designations

BOTH

Issued 03/22/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/13/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/30/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Connor Heck.
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