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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Jack Lin is an investment advisor representative at Wealth Enhancement Advisory Services, LLC. Peter has been in the industry since 2014, and holds Series 65, 66, 7, 9, 10, and SIE licenses. Peter is also a Chartered Financial Consultant. Peter's previous employment includes Snowden Account Services LLC. Peter works in the Los Angeles, CA office of Wealth Enhancement Advisory Services, LLC. Wealth Enhancement Advisory Services, LLC is headquartered in Plymouth, Minnesota.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
CA
02/23/2022 - Present
Wealth Enhancement Advisory Services, LLC (LOS ANGELES CA)
CA
04/21/2014 - 01/07/2019
SNOWDEN ACCOUNT SERVICES LLC (PASADENA CA)
IA
Issued 02/23/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/19/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/28/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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