Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Winny? Claim Your ProfileWinny Yinghua Lin is a financial advisor with Eagle Strategies LLC. Winny has been in the financial services industry since 2007 and has a Series 6, 63, and 65 license. Winny specializes in providing financial planning and investment advice to individuals and families, businesses and charitable organizations. Winny is also a volunteer host for a Chinese radio station in the Bay Area.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
06/30/2011 - Present
Eagle Strategies LLC (SAN MATEO CA)
IA
Issued 06/08/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Winny Lin is the right advisor for you? Invested Better is here to help.
