Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Huajien? Claim Your ProfileHuajien Ting is a financial advisor with LPL Financial LLC, a firm with more than $50 billion in assets under management. Huajien Ting has been in the financial services industry since 2010, starting at Merrill Lynch. Huajien Ting also has experience at UBS Financial Services Inc. and Edward Jones. Huajien Ting is licensed to provide investment advice in California. Huajien Ting specializes in working with a variety of clients including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and investment clubs. Huajien Ting offers a range of financial services including financial planning, investment management, and 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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
05/18/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
05/28/2021 - 05/09/2022
EDWARD JONES (WESTLAKE VILLAGE CA)
CA
11/03/2020 - 04/08/2021
UBS FINANCIAL SERVICES INC. (WESTLAKE VILLAGE CA)
CA
11/22/2017 - 10/16/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WOODLAND HILLS CA)
BOTH
Issued 01/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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