Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Yusheng Lin is a registered investment advisor representative with Cetera Investment Advisers LLC. Jack has been in the financial services industry since 2008 and has held previous positions at Ameriprise Financial Services, LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp., and WAMU Investments, Inc. Jack is licensed to sell securities in California and Nevada. Jack holds the Series 66, Series 7, and SIE licenses. Jack provides financial planning, portfolio management for individuals and businesses, and pension consulting services.
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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2
CA
12/21/2023 - Present
Cetera Investment Advisers LLC (SAN FRANCISCO CA)
CA
09/26/2014 - 12/22/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Daly City CA)
CA
10/01/2012 - 08/08/2014
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
CA
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN FRANCISCO CA)
CA
11/19/2007 - 05/02/2009
WAMU INVESTMENTS, INC. (LAKE ELSINORE CA)
BOTH
Issued 02/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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