Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shan? Claim Your ProfileShan Lin is an investment advisor representative with J.P. Morgan Securities LLC. Shan has been in the financial services industry since February 20, 2013. Shan holds the Series 6, Series 63, Series 26, and Series 65 licenses and the SIE certification. Shan works in the Flushing, NY branch office of J.P. Morgan Securities LLC. Shan specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting. Shan has worked for Transamerica Financial Advisors, Inc., World Financial Group, Hife College Planning, JP White Plains Inc., Gate Gourmet Inc, JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Sapphire Trip Inc.
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
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2
NY
02/26/2020 - Present
J.p. Morgan Securities LLC (FLUSHING NY)
NJ
01/15/2013 - 01/17/2020
TRANSAMERICA FINANCIAL ADVISORS, INC (PRINCETON NJ)
IA
Issued 03/24/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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