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Michael Hestness

PFS Investments Inc.

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About Michael Hestness

Michael Hestness is a financial professional with over 18 years of experience in the industry. Michael is currently registered with PFS Investments Inc. in Iowa and Utah. Michael has a Series 6, Series 63, Series 26 and SIE license and has a track record of providing financial advice to a wide range of clients, including individuals, corporations, and charitable organizations. Michael is dedicated to helping clients achieve their financial goals.

Firm Information

Michael Hestness 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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Michael Hestness’s Registration & Firm History

IA

01/22/2024 - Present

PFS Investments Inc. (URBANDALE IA)

GA

07/08/2005 - 10/02/2008

PFS INVESTMENTS INC. (DULUTH GA)

GA

12/04/2001 - 08/01/2002

PFS INVESTMENTS INC. (DULUTH GA)

GA

08/25/1993 - 12/31/1999

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 02/09/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/10/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/20/2024

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

BC

Issued 12/06/2023

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Hestness.
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