Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Helen? Claim Your ProfileHelen Hsi-shan Lin is a registered representative with Western International Securities, Inc. Helen has been in the financial industry for over 20 years. Helen has previously been associated with Financial West Group, First Brokerage America, L.L.C., CITICORP INVESTMENT SERVICES, WM FINANCIAL SERVICES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Helen holds FINRA Series 7, 66, and SIE securities licenses and is also registered to sell insurance. Helen specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, corporations, and pension plans. Helen Hsi-shan Lin can help you with your financial planning needs.
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.
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CA
08/21/2017 - Present
Western International Securities, Inc. (Rolling Hills Estates CA)
CA
09/23/2015 - 08/21/2017
FINANCIAL WEST GROUP (Pasadena CA)
CA
06/19/2007 - 09/26/2015
FIRST BROKERAGE AMERICA, L.L.C. (ROWLAND HEIGHTS CA)
CA
06/08/2005 - 11/20/2006
CITICORP INVESTMENT SERVICES (PASADENA CA)
CA
07/30/2003 - 05/19/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MN
10/11/2002 - 08/04/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/11/2002 - 08/04/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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