Unclaimed
Michael David Hering is a registered investment advisor representative with PFS Investments Inc. Michael has been in the industry since 1993 and holds Series 6, 63 and 65 licenses. Michael is based in Meridian, ID and is registered with the states of Arizona, California, Colorado, and Idaho. Michael provides portfolio management services for individuals and has a significant amount of experience in the financial services industry.
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
ID
07/16/2024 - Present
PFS Investments Inc. (MERIDIAN ID)
IA
Issued 06/04/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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