Unclaimed
Jing Lu is a financial professional with experience in the industry. Jing Lu currently holds a Series 63, Series 6TO, and SIE licenses. Jing Lu is registered in California, New York, and Pennsylvania as a broker. Jing Lu is currently associated with Globalink Securities, Inc. in Monrovia, California. Jing Lu was previously associated with Transamerica Financial Advisors, Inc. in Radnor, Pennsylvania.
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
03/19/2020 - Present
Globalink Securities, Inc. (Monrovia CA)
PA
05/08/2019 - 10/16/2019
TRANSAMERICA FINANCIAL ADVISORS, INC (RADNOR PA)
BC
Issued 02/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/27/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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