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 an Investment Advisor Representative and registered with J.P. Morgan Securities LLC in Flushing, New York. Huai Lin has been in the securities industry since April 1999 and has a total of 25 registrations including both Broker-Dealer and Investment Advisor registrations. Huai Lin is also a registered representative of J.P. Morgan Securities LLC in New Jersey, New York, and Texas. Huai Lin has passed the Series 6, 7, 63 and 66 examinations. He has also earned the designations of Certified Financial Planner and Chartered Financial Consultant. Huai Lin previously worked for MetLife Securities Inc. and Metropolitan Life Insurance Company. Huai Lin's current employer, J.P. Morgan Securities LLC, has over 1034072 total client accounts with more than $50 billion in assets under management.
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 8/25/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/7/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/6/2001
Series 7 - General Securities Representative Examination
BC
Issued 4/17/1999
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.
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Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
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Cboe Exchange, Inc.
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FINRA
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Investors' Exchange LLC
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Long-Term Stock Exchange, Inc.
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MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
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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
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Nasdaq ISE, LLC
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Nasdaq MRX, LLC
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Nasdaq PHLX LLC
N
Nasdaq Stock Market
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New York Stock Exchange
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