Unclaimed
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.
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.
1
2
PR
01/05/2022 - Present
PFS Investments Inc. (HATILLO PR)
PR
11/30/2021 - 12/31/2021
PFS INVESTMENTS INC. (HATILLO PR)
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
Active
Inactive
F
FINRA
Not sure Lee Heeb irizarry is the right advisor for you? Invested Better is here to help.