Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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