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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jan shijie? Claim Your ProfileJan shijie Qin is a registered Investment Advisor Representative with Vivaldi Capital Management LP. Jan shijie Qin has been in the industry for over 11 years and has a broad range of experience. Jan shijie Qin is registered with the state of California and Illinois and holds the Series 65, Series 66, and Series 24 licenses. Jan shijie Qin has previously worked at SUPERFUND USA, LLC and NEW ENGLAND SECURITIES. Jan shijie Qin specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
02/06/2018 - Present
Vivaldi Capital Management LP (CHICAGO IL)
IL
05/02/2013 - 09/22/2016
SUPERFUND USA, LLC (CHICAGO IL)
IL
02/11/2011 - 07/18/2012
NEW ENGLAND SECURITIES (NORTHBROOK IL)
IA
Issued 02/06/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2011
Series 24 - General Securities Principal Examination
BC
Issued 09/22/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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