Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alvin? Claim Your ProfileAlvin Jin dong Liang is an Investment Advisor Representative at Voya Financial Advisors, Inc. Alvin has been in the industry since 2002. Alvin is registered with the state of California and holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. Prior to joining Voya Financial Advisors, Inc., Alvin was previously employed by Sequoia Equities Securities Corporation, Stiefel, Nicolaus & Company, Incorporated, Stone & Youngberg LLC, Atlas Securities, Inc. and E*TRADE Securities, Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
07/29/2024 - Present
Voya Financial Advisors, Inc. (PORTLAND OR)
CA
06/29/2022 - 05/19/2023
SEQUOIA EQUITIES SECURITIES CORPORATION (WALNUT CREEK CA)
CA
11/01/2011 - 06/06/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (WALNUT CREEK CA)
CA
12/01/2006 - 11/02/2011
STONE & YOUNGBERG LLC (SAN FRANCISCO CA)
CA
06/27/2001 - 05/23/2006
ATLAS SECURITIES, INC. (ANTIOCH CA)
NJ
07/06/2000 - 01/02/2001
E*TRADE SECURITIES, INC. (JERSEY CITY NJ)
IA
Issued 07/22/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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