Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Lim is a financial advisor with over 2 years of experience in the financial services industry. Kevin Lim has a strong understanding of the securities industry and has a proven track record of success. Kevin Lim is currently registered with PFS Investments Inc. and is licensed to provide financial advice in the state of New Jersey. PFS Investments Inc. provides a variety of financial services to individuals, corporations, and other businesses. Kevin Lim has a passion for helping clients reach their financial goals.
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
NY
01/18/2022 - Present
PFS Investments Inc. (FARMINGDALE NY)
NY
11/07/2017 - 12/31/2019
PFS INVESTMENTS INC. (HAUPPAUGE NY)
IA
Issued 08/13/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Lim is the right advisor for you? Invested Better is here to help.
