Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Heisserer is a financial advisor with PFS Investments Inc., a company that specializes in providing financial services to individuals and families. Craig is based in Overland Park, KS and also has a branch office in Ellisville, MO. Craig has been in the financial services industry since 1994. Craig has a series 6, 63, and SIE license. Craig has a strong background in helping clients with their financial planning needs, and is committed to providing personalized advice and support.
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
MO
11/05/2024 - Present
PFS Investments Inc. (ELLISVILLE MO)
MO
04/09/2003 - 01/08/2007
PFS INVESTMENTS INC. (SAINT LOUIS MO)
MN
03/11/1996 - 08/19/1997
JONES & BABSON, INC. (MINNEAPOLIS MN)
MO
09/15/1994 - 12/20/1995
DST SECURITIES, INC. (KANSAS CITY MO)
BC
Issued 08/29/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/17/2024
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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