Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Huai? Claim Your ProfileHuai Lin is a financial advisor with J.p. Morgan Securities LLC, and has been in the industry since 1999. Huai Lin has been registered with FINRA since 2001, and has a Series 6, Series 7 and Series 66 license. Huai Lin specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Huai Lin works with high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Huai Lin has a strong track record of success in the financial services industry.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
02/05/2021 - Present
J.p. Morgan Securities LLC (FLUSHING NY)
NY
04/23/1999 - 08/20/2015
METLIFE SECURITIES INC. (FLUSHING NY)
NY
04/23/1999 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (FLUSHING NY)
BOTH
Issued 08/25/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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