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 registered Investment Advisor Representative with Eagle Strategies LLC. Winny has been in the financial industry since September 2007. Winny holds both the Series 63 and Series 65 licenses as well as the Series 6 and SIE. Winny provides financial planning, pension consulting and portfolio management services to individuals and corporations.
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.
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CA
06/30/2011 - Present
Eagle Strategies LLC (SAN MATEO CA)
IA
Issued 6/8/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/4/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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