Unclaimed
Eduardo Yap Lim is a registered representative with PFS Investments Inc., offering investment advisory services to individuals, high-net-worth individuals, corporations, and charitable organizations. Eduardo has been in the securities industry since 1996 and holds Series 6 and 63 licenses. Eduardo Yap Lim is currently registered with the state of California and Maryland.
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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2
MD
01/08/2024 - Present
PFS Investments Inc. (CAMP SPRINGS MD)
MD
06/11/2018 - 12/31/2023
PFS INVESTMENTS INC. (CAMP SPRINGS MD)
MD
06/02/2008 - 07/11/2017
PFS INVESTMENTS INC. (CAMP SPRINGS MD)
GA
09/22/2000 - 05/21/2008
PFS INVESTMENTS INC. (DULUTH GA)
GA
01/17/1995 - 05/26/2000
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 12/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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