Unclaimed
Chien-liang Lin is a financial advisor at Ameriprise Financial Services, LLC, with over 20 years of experience in the financial services industry. Chien-liang is registered as a Registered Representative and Investment Advisor Representative in New Jersey and Texas. Chien-liang has a strong understanding of investment strategies and can help individuals and families 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.
Asset allocation services
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.
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2
NJ
10/03/2006 - Present
Ameriprise Financial Services, LLC (Parsippany NJ)
MN
03/12/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
GA
08/27/2001 - 02/26/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 11/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/25/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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