Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Limar is an investment advisor representative with PFS Investments Inc. Stephanie has been in the financial services industry for 8 years. She holds a Series 6 and a Series 63 license. Stephanie has experience in the financial planning industry and is registered with the state of California. Stephanie can help you meet your financial goals and objectives.
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
11/15/2017 - Present
PFS Investments Inc. (ONTARIO CA)
CA
11/17/2014 - 12/31/2015
PFS INVESTMENTS INC. (ONTARIO CA)
BC
Issued 10/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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