Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lin? Claim Your ProfileLin Zhang is a registered representative with Equitable Advisors, LLC. Lin Zhang is also a registered investment advisor in Alabama, California, Connecticut, Florida, Maryland, New Jersey, New York, Rhode Island and Washington. Lin Zhang has been in the industry since March 16, 2006. Lin Zhang previously worked at R.M. Stark & Co., Inc. in Lake Worth Beach, FL, Brookville Capital Partners in Melville, NY, Wallstreet*E Financial Services, Inc. in New York, NY and Max International Broker/Dealer Corp. in New York, NY. Lin Zhang has passed the Series 63, Series 66, Series 7 and SIE exams.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
01/08/2019 - Present
Equitable Advisors, LLC (NEW YORK NY)
FL
03/06/2013 - 11/10/2014
R.M. STARK & CO., INC. (LAKE WORTH BEACH FL)
NY
10/18/2010 - 03/07/2013
BROOKVILLE CAPITAL PARTNERS (MELVILLE NY)
NY
05/31/2007 - 10/21/2010
WALLSTREET*E FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
01/27/2006 - 05/23/2007
MAX INTERNATIONAL BROKER/DEALER CORP. (NEW YORK NY)
BOTH
Issued 04/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lin Zhang is the right advisor for you? Invested Better is here to help.
