Lin Qian Shao (CRD# 6982972) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Weehawken, NJ and has over 4 years of experience in the finance industry.
CRD# 5366446
Lavish Financial Planning
CRD# 4874990
Prudential Financial Planning Services
CRD# 6255377
Abbondandolo Wealth Management Corp
Company Name | Location | Dates | Years |
---|---|---|---|
Ubs Financial Services | San Francisco, CA | Jul 2021 - Current | 3 |
Td Ameritrade | San Francisco, CA | Jun 2018 - Jul 2021 | 3 |
Wasabi & Ginger | San Francisco, CA | May 2018 - Jul 2018 | < 1 |
Unemployed | Tokyo, | Apr 2018 - May 2018 | < 1 |
Wu Yee Children's Services | San Francisco, CA | Jul 2017 - Apr 2018 | < 1 |
Unemployed | San Francisco, CA | Jun 2017 - Jul 2017 | < 1 |
Uniqlo | San Francisco, CA | Aug 2014 - May 2017 | 2 |
San Jose State University | San Jose, CA | Aug 2013 - May 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2020 |
- CA
-
Total Assets Under Management702,387MILLIONS
-
Total Number of Accounts1,093,486ACCOUNTS
-
Average Account Value$642,338
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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