Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Rachele Lima is a financial advisor with PFS Investments Inc., a firm with a strong track record of helping individuals achieve their financial goals. Lynn is registered with the state of California and holds the Series 63, Series 6TO, and SIE licenses. Lynn has experience in providing portfolio management services for individuals and working with a variety of client types.
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
01/24/2020 - Present
PFS Investments Inc. (OAKDALE CA)
BC
Issued 03/06/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Lynn Lima is the right advisor for you? Invested Better is here to help.
