Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wayne? Claim Your ProfileWayne Jin is a financial advisor currently registered with Charles Schwab & CO., Inc. Wayne Jin has worked in the financial industry since January 29, 2020, and has held previous positions with TD Ameritrade, Inc. Wayne Jin is licensed in Illinois and Texas and is actively registered as both a broker and an investment advisor. Wayne Jin offers services including financial planning and other advisory services.
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
1
2
IL
09/11/2021 - Present
Charles Schwab & CO., Inc. (Prospect Heights IL)
IL
01/30/2020 - 12/31/2023
TD AMERITRADE, INC. (CHICAGO IL)
BOTH
Issued 08/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2020
Series 3 - National Commodity Futures Examination
BC
Issued 01/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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