Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jingbo? Claim Your ProfileJingbo Pan is a financial advisor with over 14 years of experience in the industry. Jingbo is currently registered with Vestech Asset Management Inc. in Illinois and Texas. Jingbo has previously held positions at Coastal Equities, Inc. in Delaware, Axiom Capital Management, Inc. in New York, and International Assets Advisory, LLC in Illinois. Jingbo has experience providing financial planning and portfolio management services to individuals.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
06/29/2021 - Present
Vestech Asset Management Inc. (Long Grove IL)
DE
05/24/2019 - 02/14/2020
COASTAL EQUITIES, INC. (WILMINGTON DE)
NY
11/02/2018 - 05/21/2019
AXIOM CAPITAL MANAGEMENT, INC. (NEW YORK NY)
IL
04/22/2014 - 08/10/2018
INTERNATIONAL ASSETS ADVISORY, LLC (Cary IL)
IL
04/08/2014 - 04/15/2014
FINANCIAL WEST GROUP (CARY IL)
IL
02/11/2013 - 12/20/2013
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CARY IL)
IL
02/02/2009 - 02/21/2013
CETERA FINANCIAL SPECIALISTS LLC (CARY IL)
IL
05/10/2007 - 02/18/2009
WORLD GROUP SECURITIES, INC. (OAKBROOK TERRACE IL)
BOTH
Issued 07/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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