Unclaimed
Jin Kuang is a financial advisor at U.S. Bancorp Investments, Inc. Jin is a registered representative with Series 7, Series 99, and SIE licenses. Jin has been in the industry since 2012 and has experience providing financial advice to a variety of clients including high-net-worth individuals, corporations, and charitable organizations. Jin's areas of expertise include portfolio management, financial planning, and publication of periodicals. Jin also has a background at U.S. Bancorp Advisors, LLC and Intrepid Investment Bankers LLC.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
07/11/2023 - Present
U.s. Bancorp Investments, Inc. (Saint Paul MN)
CA
04/19/2021 - 12/07/2022
INTREPID INVESTMENT BANKERS LLC (LOS ANGELES CA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/29/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
Not sure Jin Kuang is the right advisor for you? Invested Better is here to help.