Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tsanshiau? Claim Your ProfileTsanshiau Shawn Lin is a financial advisor with Independent Financial Group, LLC. Tsanshiau has been in the industry since 1998. Tsanshiau has worked at a number of firms including VOYA FINANCIAL ADVISORS, INC., GLOBALINK SECURITIES, INC., BANC OF AMERICA INVESTMENT SERVICES, INC., AXA ADVISORS, LLC, CITICORP INVESTMENT SERVICES, UBS INTERNATIONAL INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Tsanshiau is registered with FINRA and the state of California. Tsanshiau has licenses for Series 66, SIE, and Series 7 exams.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
10/12/2015 - Present
Independent Financial Group, LLC (Diamond Bar CA)
CA
12/23/2009 - 10/19/2015
VOYA FINANCIAL ADVISORS, INC. (SAN GABRIEL CA)
CA
03/09/2009 - 12/09/2009
GLOBALINK SECURITIES, INC. (PASADENA CA)
CA
09/10/2007 - 02/02/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PASADENA CA)
CA
10/24/2005 - 09/20/2007
AXA ADVISORS, LLC (CITY OF INDUSTRY CA)
NY
02/14/2005 - 10/05/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
07/05/2002 - 01/13/2005
UBS INTERNATIONAL INC. (NEW YORK NY)
NY
12/23/1997 - 07/31/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/25/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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