Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Chung-i Lin is a financial professional with over 25 years of experience in the financial services industry. John has a strong track record of providing investment advice and financial planning services to individuals and families. John is currently registered with Interactive Brokers LLC, a leading online brokerage firm. Prior to joining Interactive Brokers LLC, John held positions at a number of other prominent financial institutions including ING Financial Partners, Inc., Vision Investment Services, Inc., IFMG Securities, Inc., Charles Schwab & Co., Inc., Wachovia Securities, Inc. and Dean Witter Reynolds Inc. John holds FINRA Series 7, 31 and 63 licenses and the SIE exam. John has a deep understanding of the financial markets and is committed to providing his clients with personalized investment solutions.
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
IL
07/10/2008 - Present
Interactive Brokers LLC (CHICAGO IL)
IL
12/15/2005 - 09/06/2007
ING FINANCIAL PARTNERS, INC. (WILMETTE IL)
IL
08/10/2004 - 12/09/2005
VISION INVESTMENT SERVICES, INC. (ROSEMONT IL)
NY
08/26/2003 - 08/17/2004
IFMG SECURITIES, INC. (PURCHASE NY)
TX
08/02/2002 - 08/14/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MO
02/20/2001 - 07/23/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NY
08/26/1996 - 04/02/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 09/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 08/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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