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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim-lam? Claim Your ProfileKim-lam Thi Long is a registered investment advisor representative with PFS Investments Inc. located in Santa Fe Springs, California. Kim-lam Thi Long has been in the industry since October 2013 and holds Series 6, 63, 26, and 65 licenses as well as the SIE exam. Kim-lam Thi Long has an active license in the state of California and is also registered in Arizona, Colorado, Michigan, Nebraska, Nevada, New York, Ohio, Oregon, Pennsylvania, Utah, and Washington. PFS Investments Inc. is a Registered Investment Advisor headquartered in Duluth, Georgia. The firm's main office is located at 1 Primerica Parkway, Duluth, Georgia.
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
CA
04/25/2017 - Present
PFS Investments Inc. (SANTA FE SPRINGS CA)
IA
Issued 03/18/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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