Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Brown is a financial professional with over 10 years of experience. Heather holds Series 6, 63, and 65 securities licenses and is currently registered with PFS Investments Inc. in Texas. Heather has a strong background in financial services and is committed to providing personalized financial advice to individuals and families. She specializes in providing investment advice and portfolio management services. Heather's commitment to her clients is evident in her thorough approach to understanding their financial goals and developing customized investment strategies.
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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TX
09/27/2016 - Present
PFS Investments Inc. (PLANO TX)
IA
Issued 09/15/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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