Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kwan? Claim Your ProfileKwan Jae Jin is a financial professional with over 30 years of experience in the financial services industry. Kwan Jae Jin is currently registered with Charles Schwab & Co., Inc. in San Francisco, California. Kwan Jae Jin has held previous roles with Charles Schwab & Co., Inc. in Westlake, Texas, Lew Lieberbaum & Co., Inc. in Garden City, New York, and Chelsea Street Securities, Inc. Kwan Jae Jin has held various licenses and certifications, including Series 63, Series 9, Series 10, Series 8, Series 99TO, SIE, and Series 7. Kwan Jae Jin is currently registered in Arizona and California.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
11/27/2003 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
TX
12/08/1993 - 12/31/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
01/29/1993 - 12/06/1993
LEW LIEBERBAUM & CO., INC. (GARDEN CITY NY)
NA
04/10/1992 - 02/02/1993
CHELSEA STREET SECURITIES, INC.
BC
Issued 04/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/06/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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