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Lee Emanuel Heeb irizarry

PFS Investments Inc.

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About Lee Emanuel Heeb irizarry

Lee Emanuel Heeb irizarry is an investment professional who currently works as a Registered Representative for PFS Investments Inc. Lee is licensed in Florida, Iowa, Michigan, Puerto Rico, and South Carolina. Lee has been in the financial services industry since December 3rd, 2021. Lee holds the Series 6TO, SIE, and Series 63 licenses. Lee has experience working with individuals and corporations.

Firm Information

Lee Heeb irizarry 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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Lee Heeb irizarry’s Registration & Firm History

PR

01/05/2022 - Present

PFS Investments Inc. (HATILLO PR)

PR

11/30/2021 - 12/31/2021

PFS INVESTMENTS INC. (HATILLO PR)

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Licenses & Designations

BC

Issued 11/01/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/30/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/11/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lee Emanuel Heeb irizarry.
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