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Yong Lin

Transamerica Financial Advisors, Inc.

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About Yong Lin

Yong Lin is a financial advisor with Transamerica Financial Advisors, Inc. based in Piscataway, NJ. Yong has been in the financial services industry since November 2011. Yong has been a registered representative with Transamerica Financial Advisors, Inc. since May 2014. Yong is also a registered investment advisor in New Jersey. Yong holds Series 6, 26, 63, and 65 licenses, and has a background in providing financial advice to individuals and businesses. Yong is a licensed agent for the sales of insurance products and non-insurance products for companies affiliated with Transamerica Financial Advisors, Inc. and other firms, including health insurance. Yong also has a business ownership history, and has been part-time or full-time employee of multiple firms since 2009.

Firm Information

Yong Lin is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Yong Lin’s Registration & Firm History

NJ

05/13/2014 - Present

Transamerica Financial Advisors, Inc. (PISCATAWAY NJ)

NJ

12/01/2011 - 01/06/2012

WORLD GROUP SECURITIES, INC. (PISCATAWAY NJ)

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Licenses & Designations

BC

Issued 06/10/2014

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/05/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/20/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/30/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Yong Lin.
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