Unclaimed
Heidi Aquino Halcon is a financial professional with over 30 years of experience in the industry. Heidi is registered with PFS Investments Inc. and is licensed in 11 states. Heidi has earned the Series 6, Series 26, and Series 63 licenses. Heidi specializes in providing portfolio management services for individuals.
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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NV
01/04/1993 - Present
PFS Investments Inc. (Las Vegas NV)
BC
Issued 12/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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