Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mei? Claim Your ProfileMei Li Lin is a financial advisor currently registered with Charles Schwab & CO., Inc. Mei has over 10 years of experience in the financial services industry. Previously, Mei was registered with Santander Securities LLC, Wells Fargo Clearing Services, LLC, and LPL Financial LLC. Mei is licensed in the state of Georgia and has a Series 6, 7TO, 9, 10, 63 and 65. Mei specializes in providing financial planning, investment management and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
GA
10/31/2022 - Present
Charles Schwab & CO., Inc. (Atlanta GA)
NY
01/31/2020 - 12/07/2020
SANTANDER SECURITIES LLC (BROOKLYN NY)
GA
05/17/2018 - 01/16/2020
WELLS FARGO CLEARING SERVICES, LLC (PEACHTREE CITY GA)
NY
09/19/2012 - 10/03/2017
SANTANDER SECURITIES LLC (BROOKLYN NY)
NY
06/28/2010 - 09/19/2012
LPL FINANCIAL LLC (BROOKLYN NY)
IA
Issued 09/23/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/15/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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