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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Wen-sheng Lin is a financial advisor with Grove Point Advisors, LLC based in Rockville, MD. Jeff has been in the industry since 1987 and is registered to provide investment advice in Maryland, Virginia, Oklahoma and Florida. Jeff is a Certified Public Accountant and has over 30 years of experience in financial planning, portfolio management and business consulting. Jeff holds Series 6, 63, 65 and SIE licenses and has been involved in various other business activities over the years.
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
MD
04/01/2021 - Present
Grove Point Advisors, LLC (North Bethesda MD)
GA
01/01/1996 - 12/09/2003
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
01/06/1993 - 01/01/1996
COMPREHENSIVE FINANCIAL SERVICES, INC.
MA
06/14/1990 - 01/15/1993
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
TX
10/07/1987 - 05/31/1990
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 10/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/06/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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