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Tina Lin

J.p. Morgan Institutional Investments Inc.

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About Tina Lin

Tina Lin is a financial advisor with J.p. Morgan Institutional Investments Inc., a firm based in New York, New York. Tina has over 19 years of experience in the financial services industry. Tina holds the Series 7, Series 63, and Series 79TO securities licenses, along with the SIE. Tina began working for J.p. Morgan Institutional Investments Inc. in 2022 and previously was registered with CITIGROUP GLOBAL MARKETS INC.

Firm Information

Tina Lin is currently registered with J.p. Morgan Institutional Investments Inc.. J.P. Morgan Institutional Investments Inc. is a corporation formed on May 26, 1999. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

526

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Tina Lin’s Registration & Firm History

NY

11/22/2022 - Present

J.p. Morgan Institutional Investments Inc. (New York NY)

NY

11/03/2003 - 07/21/2022

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/24/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tina Lin.
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