Unclaimed
Jiaxin Lin is a financial professional with over 4 years of experience in the financial services industry. Currently, Jiaxin Lin is registered with Jefferies LLC in San Francisco, California. Prior to this, Jiaxin Lin was employed by PIPER SANDLER & CO. in San Francisco, CA and TRUIST SECURITIES, INC. in Los Angeles, CA. Jiaxin Lin has passed the Series 63, Series 79TO, and SIE exams.
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.
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.
1
2
CA
04/01/2024 - Present
Jefferies LLC (SAN FRANCISCO CA)
CA
05/04/2021 - 01/29/2024
PIPER SANDLER & CO. (SAN FRANCISCO CA)
CA
08/12/2019 - 04/19/2021
TRUIST SECURITIES, INC. (LOS ANGELES CA)
BC
Issued 08/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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