Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shu-ping? Claim Your ProfileShu-ping Lin is a financial advisor with Charles Schwab & CO., Inc. Shu-ping Lin has been in the industry since 2021 and is licensed to provide financial advice in multiple states across the US. Shu-ping Lin has earned the Certified Financial Planner designation and passed the Series 7TO, Series 63, and SIE exams. Prior to joining Charles Schwab & CO., Inc., Shu-ping Lin worked for TD AMERITRADE, INC. Shu-ping Lin specializes in financial planning, selection of other advisors, and has a wrap fee program.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
12/10/2024 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
02/23/2021 - 05/19/2024
TD AMERITRADE, INC. (Westlake TX)
BC
Issued 03/11/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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