Unclaimed
Maoning Jin is a financial advisor who has been in the industry since 1994. Maoning is currently registered with Osaic Wealth, Inc., and is licensed in Indiana, Michigan, New Jersey, Ohio, Texas, and Virginia. Maoning has experience working with individuals, high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations. Maoning can provide financial planning, portfolio management, selection of other advisors, educational seminars, and pension consulting services.
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
OH
11/02/2018 - Present
Osaic Wealth, Inc. (COLUMBUS OH)
OH
02/20/2018 - 11/02/2018
SIGNATOR INVESTORS, INC. (COLUMBUS OH)
OH
03/25/2017 - 02/22/2018
MML INVESTORS SERVICES, LLC (DUBLIN OH)
OH
11/11/1994 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DUBLIN OH)
OH
11/11/1994 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DUBLIN OH)
BC
Issued 01/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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