Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lin? Claim Your ProfileLin Hsieh is a financial professional with over 20 years of experience in the industry. Lin is currently registered with Globalink Securities, Inc. in California. Previously, Lin worked at Wells Fargo Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley DW Inc., and PaineWebber Incorporated. Lin holds the Series 7, Series 63, Series 65 and Series 66 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.
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.
1
2
CA
01/11/2017 - Present
Globalink Securities, Inc. (Monrovia CA)
CA
12/15/2008 - 01/05/2010
WELLS FARGO ADVISORS, LLC (ARCADIA CA)
CA
10/30/2003 - 12/17/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ARCADIA CA)
NY
11/16/2000 - 10/31/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
10/14/1998 - 12/12/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 01/25/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lin Hsieh is the right advisor for you? Invested Better is here to help.
