Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rong ling? Claim Your ProfileRong ling Lin is a financial advisor at Citigroup Global Markets Inc., a firm with more than $50 billion in assets under management. Rong ling has over 10 years of experience in the financial services industry. She is a registered representative and investment advisor representative in New Jersey. Rong ling holds the Series 6, 7, 63, and 66 securities licenses. She is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
Asset allocation advice
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.
1
2
NJ
07/23/2020 - Present
Citigroup Global Markets Inc. (Englewood NJ)
NY
05/11/2009 - 08/14/2009
WORLD GROUP SECURITIES, INC. (NEW YORK NY)
NY
11/16/2005 - 05/11/2007
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
BOTH
Issued 07/22/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/10/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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