Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rong? Claim Your ProfileRong Lin is an investment advisor representative currently associated with MML Investors Services, LLC. Rong has been in the industry since 1993. Rong Lin is registered with the state of New York as an Investment Advisor Representative (IAR) and a Registered Representative (RR). Rong Lin has earned the Series 6, 7, 26, and 63 securities licenses. Rong also has experience in the life and property/casualty insurance industry as a sales and agent for Rong Lin Inv. Rong Lin has experience working for MSI Financial Services, Inc., Metropolitan Life Insurance Company, and Massachusetts Mutual Life Insurance Company. Rong Lin specializes in asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
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.
Solicitors fees
1
2
NY
06/14/2021 - Present
MML Investors Services, LLC (NEW YORK NY)
NY
08/23/1993 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
08/23/1993 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 10/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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