Unclaimed
Heather Olympia Lin is an investment banking professional registered with Harris Williams. Heather has passed the Series 63, Series 79TO and SIE exams. Heather Olympia Lin is currently registered in California and Virginia.
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.
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.
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2
CA
07/25/2023 - Present
Harris Williams (SAN FRANCISCO CA)
BC
Issued 04/17/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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