Unclaimed
Delia Lim Tio is a financial advisor with PFS Investments Inc. based in Houston, TX. Delia has been in the financial services industry since 1988. Prior to joining PFS Investments Inc. in 2013, Delia worked for First American National Securities, Inc. in Duluth, GA. Delia is licensed to sell securities in California.
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.
1
2
TX
01/08/2013 - Present
PFS Investments Inc. (HOUSTON TX)
CA
03/06/1992 - 12/31/2010
PFS INVESTMENTS INC. (LOS ANGELES CA)
GA
11/18/1985 - 03/01/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 11/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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