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Rachel Baygboe Heermann

PFS Investments Inc.

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About Rachel Baygboe Heermann

Rachel Heermann is a financial advisor with PFS Investments Inc., where she has been working since 2011. Rachel has extensive experience in the financial services industry, with over 15 years of experience. Rachel holds the Series 6, Series 26, and Series 63 licenses, as well as the SIE exam. She provides financial advice to individuals and businesses, specializing in portfolio management. Rachel is registered to offer financial services in 16 states, including Arizona, California, Colorado, Georgia, Iowa, Kansas, Maryland, Minnesota, Missouri, New Jersey, North Carolina, North Dakota, Pennsylvania, Rhode Island, Texas, and Virginia.

Firm Information

Rachel Heermann 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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Rachel Heermann’s Registration & Firm History

CA

01/23/2020 - Present

PFS Investments Inc. (SAN DIEGO CA)

CA

02/08/2011 - 12/31/2019

PFS INVESTMENTS INC. (SAN DIEGO CA)

CA

11/23/2006 - 12/31/2009

PFS INVESTMENTS INC. (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 11/08/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/10/2018

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/22/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rachel Baygboe Heermann.
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