Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edmond? Claim Your ProfileEdmond M Lim is a financial advisor with Allstate Financial Services, LLC, based in San Francisco, CA. Edmond has been in the financial services industry since 1997 and holds Series 6, Series 63, and SIE licenses. Edmond has experience with Transamerica Financial Advisors, Inc, Allstate Financial Services, LLC, Liberty Securities Corporation, Princor Financial Services Corporation and Pruco Securities Corporation.
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.
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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2
CA
09/22/2017 - Present
Allstate Financial Services, LLC (SAN FRANCISCO CA)
CA
02/11/2016 - 09/19/2017
TRANSAMERICA FINANCIAL ADVISORS, INC (MILPITAS CA)
CA
02/01/2000 - 12/23/2015
ALLSTATE FINANCIAL SERVICES, LLC (SAN FRANCISCO CA)
NY
10/02/1998 - 01/31/2000
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
IA
03/19/1998 - 10/27/1998
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NJ
07/03/1997 - 02/19/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 06/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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