Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sammie? Claim Your ProfileSammie Lee Heard is an investment advisor registered in Tennessee with PFS Investments Inc.. Sammie has been in the industry since 1996. Sammie is licensed to offer securities in Tennessee. Sammie Lee Heard has experience working with corporations or other businesses, individuals, and charitable organizations.
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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TN
04/04/2012 - Present
PFS Investments Inc. (KNOXVILLE TN)
TN
11/30/2007 - 12/31/2009
PFS INVESTMENTS INC. (KNOXVILLE TN)
GA
12/16/1996 - 12/31/2005
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 11/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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