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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yonglin? Claim Your ProfileYonglin Ren is a financial advisor with over 15 years of experience in the financial services industry. Yonglin is registered with Cambridge Investment Research Advisors, Inc. and is licensed in 33 states and two provinces. Yonglin specializes in providing financial planning and investment advice to individuals, families, and businesses. Yonglin is also a Certified Financial Planner and has earned the Series 7, Series 6, Series 24, and Series 66 licenses. Yonglin is committed to providing clients with personalized service and helping them achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IL
11/09/2021 - Present
Cambridge Investment Research Advisors, Inc. (Deerfield IL)
IL
02/04/2011 - 11/19/2021
LPL FINANCIAL LLC (DEERFIELD IL)
IL
09/13/2007 - 02/08/2011
EDWARD JONES (HOFFMAN ESTATES IL)
IL
09/12/2006 - 07/31/2007
WORLD GROUP SECURITIES, INC. (BURR RIDGE IL)
BOTH
Issued 09/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/11/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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