Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jierui? Claim Your ProfileJierui Shen is a financial professional with over 15 years of experience in the industry. Jierui is currently registered with Globalink Securities, Inc. and has a wide range of experience in the financial services industry, including time with Transamerica Financial Advisors, Inc and World Group Securities, Inc. Jierui is licensed in 19 states and has a strong understanding of the securities industry. Jierui holds the Series 6, Series 26, Series 63, and SIE licenses.
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.
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2
CA
01/09/2020 - Present
Globalink Securities, Inc. (Monrovia CA)
PA
01/06/2012 - 03/02/2018
TRANSAMERICA FINANCIAL ADVISORS, INC (RADNOR PA)
PA
04/26/2007 - 01/06/2012
WORLD GROUP SECURITIES, INC. (KING OF PRUSSIA PA)
BC
Issued 05/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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