Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Y Lin is an investment advisor representative associated with Cetera Investment Advisers LLC in NEW YORK, NY. Kevin has been in the financial industry since November 18, 2007. Kevin is licensed to offer securities and advisory services in several states, including New Jersey, New York, and others. Kevin's professional experience includes previous roles with Foresters Financial Services, Inc. and Foresters Advisory Services. The advisor has a strong track record of success in providing financial advice to individuals, corporations, and other entities. Cetera Investment Advisers LLC is a well-established and reputable financial advisory firm with a focus on providing comprehensive financial planning and investment management services.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
NY
03/31/2021 - Present
Cetera Investment Advisers LLC (NEW YORK NY)
NY
11/19/2007 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (NEW YORK NY)
IA
Issued 6/1/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/17/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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