Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jin is an investment advisor representative at Fisher Investments and has been working in the financial services industry since 2001. Michael Jin is registered with FINRA and has licenses for Series 7, Series 11, Series 55, Series 63, and Series 66. Michael Jin has a background in portfolio management and has experience working with high-net-worth individuals, families, and corporations. Michael Jin specializes in portfolio assessment and portfolio management for businesses, individuals, and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
12/23/2020 - Present
Fisher Investments (PLANO TX)
TX
02/13/2015 - 12/09/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
NJ
03/05/2009 - 03/31/2014
SCOTTRADE, INC. (PARAMUS NJ)
NJ
04/12/2001 - 02/15/2008
TRADE MANAGE CAPITAL, INC. (SADDLE BROOK NJ)
BOTH
Issued 08/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/24/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/11/2001
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
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