Karen Lim

VP - Financial Consultant

+1 201-265-5007

Financial credentials

  • Series 7, 31, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

19 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2015-present
  • Associate Financial Consultant, Charles Schwab, 2014-2015
  • Wealth Strategy Associate, UBS Financial Services, Inc., 2011-2014
  • Registered Client Service Associate, UBS Financial Services, Inc., 2008-2011
  • Registered Client Service Associate, Morgan Stanley, 2007-2008
  • Client Service Associate, UBS Financial Services, Inc., 2005-2007

Education

  • Rutgers University - Douglass College
  • Bachelor of Arts in Economics

Personal interests and affiliations

  • American Brain Tumor Association Committee member for the Annual 5k in NYC
  • Center for Hope and Safety - Certified Volunteer

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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