Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chiapei? Claim Your ProfileLaura Lin is a financial advisor with Avantax Advisory Services, a firm that provides financial services for individuals, businesses, and institutions. Laura is registered with the state of California and has been in the industry since 2017. Laura holds Series 66, Series 7, and SIE licenses, and she specializes in financial planning, pension consulting, and portfolio management. Prior to joining Avantax Advisory Services, Laura worked at 1st Global Capital Corp. and 1st Global Advisors, Inc. Laura is dedicated to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
10/25/2019 - Present
Avantax Advisory Services (CAMPBELL CA)
CA
10/27/2017 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (SAN JOSE CA)
BOTH
Issued 12/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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