Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark R. Heim is a registered investment advisor representative with PFS Investments Inc. Mark is a seasoned professional with over 30 years of experience in the financial services industry, having started his career in 1992. He has held registrations in several states and is currently registered in Indiana, Texas and numerous other states. Mark specializes in providing investment advice to individuals and families, and has a deep understanding of the financial markets. In addition to providing financial advice, Mark also offers a variety of other services to his clients, including financial planning, retirement planning, and estate planning. Mark is committed to providing his clients with the highest level of service and expertise, and he is dedicated to helping them achieve their financial goals.
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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IN
09/29/2022 - Present
PFS Investments Inc. (EVANSVILLE IN)
IN
02/11/1993 - 12/14/2010
PFS INVESTMENTS INC. (MERRILLVILLE IN)
IA
Issued 12/18/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/4/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/29/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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