Unclaimed
Harris Westerkamp is an investment advisor representative at PFS Investments Inc. with over 20 years of experience in the financial services industry. Harris is licensed to sell securities in Arizona, Illinois, Iowa, Minnesota, Missouri, Nevada, New York, Texas, and Wisconsin. Harris has earned the Series 6, 63, 65, and 26 licenses.
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
IA
06/04/2012 - Present
PFS Investments Inc. (BETTENDORF IA)
IA
Issued 04/09/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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