Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Nielsen is a financial advisor with PFS Investments Inc. Heather has been working in the financial industry since 2006 and has a broad range of experience and expertise. She is registered with FINRA as a Registered Representative and holds the Series 6, Series 26, and Series 63 licenses, as well as the SIE designation. She is also registered as a financial advisor in Idaho, Nebraska, and Utah. Heather specializes in portfolio management for individuals and provides comprehensive financial planning services. She is committed to helping her clients achieve their financial goals.
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
UT
09/11/2006 - Present
PFS Investments Inc. (WEST JORDAN UT)
BC
Issued 11/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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