Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claudia? Claim Your ProfileClaudia Lin is a financial advisor registered with the state of California and Texas. Claudia has been working in the financial industry since 2015 and has a Series 65 license. Claudia is a Certified Financial Planner and offers financial planning, pension consulting, and portfolio management for both individuals and businesses. Claudia is affiliated with Sovran Advisors, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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CA
11/01/2024 - Present
Sovran Advisors, LLC (PASADENA CA)
IA
Issued 09/18/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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