Unclaimed
Lin Gong is a financial advisor with J.P. Morgan Securities LLC. Lin is registered with FINRA and the state of California and has been in the industry since January 12, 2023. Lin holds the Series 63, Series 6TO, and SIE licenses. Lin Gong specializes in a variety of investment products and services, including fixed income, mutual funds, variable annuities, and equity securities.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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CA
01/13/2023 - Present
J.p. Morgan Securities LLC (PALO ALTO CA)
BC
Issued 01/30/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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