Unclaimed
Hannah Seyer is a registered Investment Advisor Representative with PFS Investments Inc. Hannah has been in the industry since January 2017 and has been working for PFS Investments Inc. since January 2017. Hannah is registered in Idaho as an Investment Advisor Representative and in California, Idaho, New Mexico, Oregon and Texas as a Broker-Dealer Agent. Hannah holds Series 6, 63, 65 and 26 licenses as well as the SIE. Hannah also works with Primerica Financial Services, Primerica Mortgage, LLC and Primerica Client Services, Inc.
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
ID
01/24/2020 - Present
PFS Investments Inc. (MERIDIAN ID)
ID
01/13/2017 - 12/31/2019
PFS INVESTMENTS INC. (MERIDIAN ID)
IA
Issued 01/16/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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