Yi Qin, financial advisor Edison NJ
83 score

Yi Qin

CRD Number: 5581979
Current Firm: Msi Financial Services, Inc.

Yi Qin (CRD# 5581979) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Edison, NJ and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Metlife Securities Edison, NJ Mar 2009 - Current 7
Unemployment Fort Lee, NJ Feb 2009 - Mar 2009 < 1
Pruco Securities, LLC Fort Lee, NJ Aug 2008 - Jan 2009 < 1
The Prudential Insurance Company Of America Fort Lee, NJ Aug 2008 - Jan 2009 < 1
Unemployed Fort Lee, NJ Jun 2008 - Jul 2008 < 1
Liaoning Topway Pacific Medical Tec. Co Shenyang, Sep 2004 - May 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S65 NASAA Investment Advisors Law Examination Sep 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Yi Qin
Phone Number: 800-638-8378
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83

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