Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lillian? Claim Your ProfileLillian Ruth Long is a registered representative with PFS Investments Inc. in San Jose, CA. Lillian holds Series 63, Series 6TO, and SIE licenses. Lillian has been in the financial services industry since August 20, 2023 and has over 4 years of experience. Lillian has a strong track record of success in providing financial advice to individuals, corporations, and charitable organizations. Lillian is committed to providing her clients with personalized financial advice that meets their unique 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
08/21/2023 - Present
PFS Investments Inc. (SAN JOSE CA)
BC
Issued 09/30/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/11/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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