Unclaimed
Amy Lin is a financial professional with experience in the investment banking industry. Amy has been in the industry for over 5 years and has a strong understanding of the financial markets. Amy is registered with Wells Fargo Securities, LLC, and holds the Series 79, Series 63, and SIE licenses. Amy is committed to providing her clients with the highest quality financial advice and guidance.
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.
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.
1
2
NY
01/30/2018 - Present
Wells Fargo Securities, LLC (New York NY)
BC
Issued 02/15/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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