Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Kay Himler is a registered investment advisor representative, associated with PFS Investments Inc. located in Plano, TX. Suzanne has been in the industry since June 8, 2000. Suzanne has earned her Series 6, 63, and 26 licenses and has passed the SIE exam. Suzanne has been registered in Texas since September 9, 2003, and Florida since April 15, 2024. Suzanne is also a licensed investment advisor representative in Texas. Suzanne's primary office location is in Plano, TX.
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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TX
05/05/2017 - Present
PFS Investments Inc. (PLANO TX)
IA
Issued 04/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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