Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lin? Claim Your ProfileLin Edwards has been in the financial services industry for over 30 years. Lin is currently a Registered Representative with Wells Fargo Advisors Financial Network, LLC. Lin's previous experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Fidelity Brokerage Services LLC, Choice Investments, Inc., PaineWebber Incorporated, and Lehman Brothers Inc. Lin holds Series 3, 7, 9, 10, 31, and 63 licenses as well as the SIE and Series 65 exams. Lin has been registered with the state of Texas as an Investment Advisor Representative since 2017.
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.
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.
Investment consulting services to institutional clients
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.
1
2
TX
12/08/2017 - Present
Wells Fargo Advisors Financial Network, LLC (LAKEWAY TX)
TX
09/29/2004 - 12/11/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
RI
06/15/2000 - 10/20/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
TX
10/02/1996 - 06/12/2000
CHOICE INVESTMENTS, INC. (AUSTIN TX)
NJ
08/29/1994 - 08/09/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
07/31/1993 - 09/12/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
07/31/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 03/08/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/28/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/27/1990
Series 3 - National Commodity Futures Examination
BC
Issued 07/23/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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