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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gillian? Claim Your ProfileGillian Huan yih Lim is a registered investment advisor representative with PFS Investments Inc., a firm that offers investment advisory services to individuals, corporations, and charitable organizations. Gillian Huan yih Lim is licensed in California and Texas. Gillian Huan yih Lim has been in the securities industry since August 2017 and has passed the Series 63, Series 65, and Series 26 exams. PFS Investments Inc. has been in business since 1979 and has a team of experienced professionals who can provide a wide range of financial services to meet your individual needs.
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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CA
03/01/2019 - Present
PFS Investments Inc. (BRENTWOOD CA)
IA
Issued 01/29/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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