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Maymar Soe Lim

Transamerica Financial Advisors, Inc.

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About Maymar Soe Lim

Maymar Soe Lim is a financial advisor who has been in the industry since 2006. Maymar is currently registered with Transamerica Financial Advisors, Inc. in San Carlos, California. Maymar has been with Transamerica Financial Advisors, Inc. for over 11 years and has previous experience with World Group Securities, Inc. and Citigroup Global Markets Inc. Maymar specializes in securities and investment company products. Maymar has a Series 6 and Series 63 license and is also licensed as a Securities Industry Essentials (SIE) representative.

Firm Information

Maymar Lim is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Maymar Lim’s Registration & Firm History

CA

01/26/2023 - Present

Transamerica Financial Advisors, Inc. (San Carlos CA)

CA

01/06/2012 - 10/11/2022

TRANSAMERICA FINANCIAL ADVISORS, INC (San Carlos CA)

CA

09/18/2009 - 01/06/2012

WORLD GROUP SECURITIES, INC. (BURLINGAME CA)

CA

10/07/2008 - 02/24/2009

CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)

CA

06/02/2005 - 10/17/2008

WORLD GROUP SECURITIES, INC. (BURLINGAME CA)

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Licenses & Designations

BC

Issued 05/31/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Maymar Soe Lim.
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