Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Szekin? Claim Your ProfileSzekin Lam is a registered representative with PFS Investments Inc. Szekin has been in the industry since 2002 and holds Series 6 and Series 63 licenses. Szekin is a specialist in the investment company products and variable contracts space. PFS Investments Inc. is a firm with a wide variety of client types including individuals, businesses, and charitable organizations. The firm provides a variety of advisory services including portfolio management for individuals.
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
01/11/2023 - Present
PFS Investments Inc. (CHINO HILLS CA)
CA
01/27/2012 - 12/31/2022
PFS INVESTMENTS INC. (CHINO HILLS CA)
CA
07/15/2002 - 12/31/2011
PFS INVESTMENTS INC. (ONTARIO CA)
BC
Issued 11/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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