Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Lin is a financial professional registered with Wells Fargo Securities, LLC. Anna has been in the industry since February 4, 2020, and has held previous positions at RBC Capital Markets, LLC. Anna is licensed in 7 states for securities. Anna holds the Series 63, Series 52, Series 79 and SIE licenses. Anna's current employer, Wells Fargo Securities, LLC, is a well-established financial services firm with a long history of providing investment products and services. Anna is a valuable asset to the team at Wells Fargo Securities, LLC, bringing her knowledge and experience to bear in assisting clients with their financial needs.
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.
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2
NY
07/30/2020 - Present
Wells Fargo Securities, LLC (New York NY)
NY
08/28/2018 - 02/19/2019
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
BC
Issued 08/21/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 08/28/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE National, Inc.
N
New York Stock Exchange
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