Unclaimed
Bo Jin is an investment advisor representative with Nisa Investment Advisors, LLC. Bo has been with the firm since July 2010. Bo is registered with the state of Missouri. Bo has passed the Uniform Investment Adviser Law Examination (Series 65) and the National Commodity Futures Examination (Series 3). Bo specializes in portfolio management for businesses, individuals, and pooled investment vehicles.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Other appropriate measure of program size
1
2
MO
03/12/2020 - Present
Nisa Investment Advisors, LLC (ST. LOUIS MO)
IA
Issued 03/12/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2019
Series 3 - National Commodity Futures Examination
Active
Inactive
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