Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lan? Claim Your ProfileLan Jin is a financial advisor with Fidelity Personal And Workplace Advisors. Lan has been in the financial services industry since 2008 and has a broad range of experience in financial planning, portfolio management, and investment advisory services. Lan is a Certified Financial Planner and holds the Series 7, Series 63, and Series 65 licenses.
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.
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
CA
03/04/2022 - Present
Fidelity Personal AND Workplace Advisors (CAMPBELL CA)
CA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (SANTA CLARA CA)
CA
02/18/2014 - 04/22/2016
SANDERS MORRIS HARRIS LLC (SANTA CLARA CA)
CA
08/27/2012 - 02/19/2014
CREDIT SUISSE SECURITIES (USA) LLC (SAN FRANCISCO CA)
CA
07/19/2012 - 09/05/2012
MORGAN STANLEY SMITH BARNEY (PALO ALTO CA)
UT
06/01/2009 - 05/29/2012
MORGAN STANLEY SMITH BARNEY (SOUTH JORDAN UT)
UT
11/05/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SOUTH JORDAN UT)
UT
08/03/2006 - 07/25/2007
E*TRADE SECURITIES LLC (SANDY UT)
BC
Issued 03/28/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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