Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lan? Claim Your ProfileLan Lin is an Investment Advisor Representative with LPL Financial LLC, with a focus on providing clients with a wide range of financial services including investment planning, portfolio management, and financial planning. Lan has been in the industry since 2004 and holds a Series 7, Series 6, Series 63, and Series 65. Lan has previously worked with Associated Securities Corp and World Group Securities, Inc. Lan has a proven track record of success in helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
11/14/2022 - Present
LPL Financial LLC (SUNNYVALE CA)
CA
03/12/2009 - 09/08/2009
ASSOCIATED SECURITIES CORP. (SAN JOSE CA)
CA
09/01/2004 - 03/17/2009
WORLD GROUP SECURITIES, INC. (ALVISO CA)
IA
Issued 02/15/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/31/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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