Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Lin-chien Lin is an investment advisor representative at Osaic Wealth, Inc. in La Jolla, California. Lori is a registered investment advisor and has been in the industry since 2004. Lori has a broad range of experience, having worked at several firms including SAGEPOINT FINANCIAL, INC. and SUNAMERICA SECURITIES, INC. Lori is currently licensed in 13 states and is also registered with FINRA. Lori offers financial planning, pension consulting, educational seminars, and portfolio management services. Lori is a qualified professional with a proven track record in the financial services industry.
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.
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2
CA
09/01/2023 - Present
Osaic Wealth, Inc. (LA JOLLA CA)
CA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LA JOLLA CA)
AZ
06/29/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 04/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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