Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Emory is a financial advisor in Bossier City, Louisiana. Heather has over 11 years of experience in the financial services industry. Heather holds Series 6, 26 and 63 licenses, along with the SIE designation. Heather is currently registered with PFS Investments Inc. and has worked at the firm since 2011. PFS Investments Inc. provides financial advice to individuals, corporations, and charitable organizations. The firm specializes in portfolio management and has approximately 8.5 billion dollars in assets under management.
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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LA
01/15/2021 - Present
PFS Investments Inc. (BOSSIER CITY LA)
LA
05/13/2011 - 10/23/2019
PFS INVESTMENTS INC. (BOSSIER CITY LA)
BC
Issued 11/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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