Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pin han? Claim Your ProfilePin han Lai is a registered representative with Integral Financial LLC, a financial services firm located in CUPERTINO, CA. Pin han Lai is currently licensed in the state of California and is affiliated with Integral Financial LLC. Pin han Lai has been in the industry for over 7 years. Their primary focus is providing financial planning and portfolio management services to both individuals and businesses. Pin han Lai holds both Series 7 and Series 63 licenses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
11/16/2015 - Present
Integral Financial LLC (CUPERTINO CA)
BC
Issued 01/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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