Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peisan? Claim Your ProfilePeisan Lin is an active investment advisor representative with J.p. Morgan Securities LLC. Peisan is registered in 17 states and has 25 approved SRO registrations. Peisan has been in the industry since 2019 and previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Peisan is also registered as an Investment Advisor representative in Texas and Rhode Island. Peisan specializes in providing financial planning, pension consulting, and portfolio management for businesses and individuals. Peisan is also authorized to select other advisors for clients. Peisan is a Series 7TO, Series 66, and SIE license holder.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MA
07/16/2021 - Present
J.p. Morgan Securities LLC (Quincy MA)
MA
09/22/2020 - 06/24/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HANOVER MA)
BOTH
Issued 10/26/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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