Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lin? Claim Your ProfileLin Pan is a registered representative with Northwestern Mutual Investment Services, LLC. Lin Pan is licensed to offer securities in Minnesota, New Jersey and New Mexico. Lin Pan has passed the Series 6, Series 7 and Series 63 exams. Lin Pan has been working in the financial industry for over 20 years.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
NJ
10/10/2023 - Present
Northwestern Mutual Investment Services, LLC (Florham Park NJ)
BC
Issued 11/10/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/12/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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