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Mary Rose Limoges

PIM FINANCIAL SERVICES, INC.·ESCONDIDO, California
SIE, Series 7, Series 24, Series 51, Series 6315 years registeredPIM FINANCIAL SERVICES, INC.
1282 PACIFIC OAKS PLACE, ESCONDIDO, CA 92029CRD# 734263Firm CRD# 10547

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mary Rose Limoges · ESCONDIDO, CA
Registration
CRD #734263 · PIM FINANCIAL SERVICES, INC. · 15 years registered
Brand Profile
Not yet started
01

Career History

Nov 2025present
Dec 2010Jul 2025
SAN DIEGO, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 51
Series 63
Registration record
First registered · December 14, 2010
Years registered · 15
03

Disclosure History

1999Regulatory·Final
1998Regulatory·Final
1996Civil·Final

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
PIM FINANCIAL SERVICES, INC.
CRD 10547 · SEC 801-72856
AUM
$500K
Regulatory assets under management
Employees
2
25 client accounts
Services offered by PIM FINANCIAL SERVICES, INC.
Per Form ADV
Security ratings or pricing services
Introduction

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05

Frequently Asked Questions

What services does Mary Rose Limoges offer?
Mary Rose Limoges specializes in Fee-Only Advisory. Contact their office in ESCONDIDO, California for a consultation.
What are Mary Rose Limoges's credentials?
Mary Rose Limoges is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mary Rose Limoges located?
Mary Rose Limoges is based in ESCONDIDO, California, working with PIM FINANCIAL SERVICES, INC.. Their office serves clients in the ESCONDIDO metropolitan area and surrounding communities.
How does Mary Rose Limoges charge for services?
Mary Rose Limoges's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PIM FINANCIAL SERVICES, INC.?
PIM FINANCIAL SERVICES, INC. has approximately 2 employees and manages $500K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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