Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Heaton is a registered investment advisor representative with PFS Investments Inc. Timothy has been in the securities industry for 10 years and has a total of 2 state, 2 product, and 1 principal exam designations. Timothy is licensed to advise in the state of Utah. Timothy is also a 50% owner of Heaton Properties. Timothy works out of the PFS Investments Inc. office located at 9067 S 1300 W, STE 102, WEST JORDAN, UT 84088.
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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UT
01/29/2013 - Present
PFS Investments Inc. (WEST JORDAN UT)
IA
Issued 01/16/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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