Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fu? Claim Your ProfileFu Lin is an investment advisor representative at Cetera Investment Advisers LLC in Rowland Heights, CA. Fu Lin has been in the financial services industry since 2004. Fu Lin is registered to provide investment advisory services in California and Texas. Fu Lin holds the Series 7, Series 24, and Series 66 licenses. Fu Lin has previously worked at several firms, including OneAmerica Securities, MML Investors Services, LLC, Securities America, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Chase Investment Services Corp., ING Financial Partners, Inc., PrimeVest Financial Services, Inc., BANCWEST Investment Services, Inc., UVEST Financial Services Group, Inc., UCB Investment Services, Inc., and PrimeVest Financial Services, Inc.. Fu Lin has experience providing financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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.
1
2
CA
01/12/2023 - Present
Cetera Investment Advisers LLC (ROWLAND HEIGHTS CA)
CA
10/17/2016 - 09/29/2017
ONEAMERICA SECURITIES, INC. (Diamond Bar CA)
CA
06/10/2016 - 09/12/2016
MML INVESTORS SERVICES, LLC (DIAMOND BAR CA)
CA
04/03/2013 - 03/11/2016
SECURITIES AMERICA, INC. (DIAMOND BAR CA)
CA
02/09/2012 - 04/05/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ONTARIO CA)
CA
09/08/2010 - 01/23/2012
CHASE INVESTMENT SERVICES CORP. (HACIENDA HEIGHTS CA)
CA
12/10/2009 - 08/25/2010
ING FINANCIAL PARTNERS, INC. (SAN GABRIEL CA)
CA
03/03/2009 - 09/10/2009
PRIMEVEST FINANCIAL SERVICES, INC. (CITY OF INDUSTRY CA)
CA
10/01/2007 - 10/31/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BREA CA)
CA
05/30/2007 - 08/10/2007
BANCWEST INVESTMENT SERVICES, INC. (IRVINE CA)
CA
10/17/2006 - 05/23/2007
UVEST FINANCIAL SERVICES GROUP, INC. (ROWLAND HEIGHTS CA)
CA
08/01/2005 - 10/06/2006
UVEST FINANCIAL SERVICES GROUP, INC. (ROWLAND HEIGHTS CA)
CA
04/12/2004 - 07/19/2005
UCB INVESTMENT SERVICES, INC. (MONTEREY PARK CA)
MN
05/29/2003 - 03/08/2004
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
BOTH
Issued 6/23/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/3/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Fu Lin is the right advisor for you? Invested Better is here to help.
