Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jimmy? Claim Your ProfileJimmy Lin is a financial advisor registered with Charles Schwab & Co., Inc. Jimmy has been in the financial industry since 2004, serving clients in Irvine, CA. Jimmy works with a wide range of clients, including individuals, families, and businesses. Jimmy provides financial planning services, including retirement planning, college savings, and estate planning.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
01/26/2022 - Present
Charles Schwab & CO., Inc. (Irvine CA)
CA
04/04/2019 - 07/29/2024
TD AMERITRADE, INC. (Irvine CA)
CA
04/27/2015 - 03/18/2019
FIDELITY BROKERAGE SERVICES LLC (MISSION VIEJO CA)
CA
07/20/2012 - 07/08/2014
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEWPORT BEACH CA)
CA
05/29/2007 - 08/04/2011
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
CA
06/24/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (COSTA MESA CA)
NY
12/11/2004 - 06/24/2005
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
CA
05/19/2004 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
CA
11/20/2003 - 05/20/2004
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
BOTH
Issued 05/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/19/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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