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Heather Renee Schmidt

PFS Investments Inc.

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About Heather Renee Schmidt

Heather Renee Schmidt is a registered investment advisor representative with PFS Investments Inc. in Indianapolis, Indiana. Heather has been in the securities industry since June 12, 2004. Heather is licensed in Florida and Indiana and has passed the Uniform Investment Adviser Law Examination (Series 65), the Uniform Securities Agent State Law Examination (Series 63), the Investment Company Products/Variable Contracts Principal Examination (Series 26), the Securities Industry Essentials Examination (SIE), and the Investment Company Products/Variable Contracts Representative Examination (Series 6). Heather is also affiliated with Primerica Financial Services.

Firm Information

Heather Schmidt is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Heather Schmidt’s Registration & Firm History

IN

08/08/2012 - Present

PFS Investments Inc. (INDIANAPOLIS IN)

GA

06/08/2004 - 02/08/2006

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 07/16/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/02/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/09/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Heather Renee Schmidt.
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