Unclaimed
Yi Qin is an investment advisor representative with MML Investors Services, LLC, located in Warren, NJ. Yi Qin has been in the financial services industry since 2008. Yi Qin has passed the Series 6, 7, 63 and 65 exams. Yi Qin is also registered as an investment advisor representative in California, Delaware, New Jersey, New York, Virginia and Washington. Yi Qin provides financial planning, portfolio management for individuals, and portfolio management for businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
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.
Solicitors fees
1
2
NJ
03/25/2017 - Present
MML Investors Services, LLC (Warren NJ)
NJ
03/17/2009 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (EDISON NJ)
NJ
09/04/2008 - 02/17/2009
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 09/18/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/02/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Yi Qin is the right advisor for you? Invested Better is here to help.