Best Investors Account Sign in

Wan-Chieh Lin

Transamerica Financial Advisors, LLC

Redwood City, CA

Claim This Profile
Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-06-15
CA RA APPROVED 2017-07-12
  • NJ RA
    APPROVED
    Since 2022-06-15
  • CA RA
    APPROVED
    Since 2017-07-12

Branch Locations

390 Bridge Pkwy.,#250, Redwood City, CA 94065 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Transamerica Financial Advisors, Inc Redwood City CA 12/2015 Present
World Financial Group, Inc. Redwood City CA 10/2010 Present
  • 12/2015 → Present
    Transamerica Financial Advisors, Inc
    Redwood City, CA
  • 10/2010 → Present
    World Financial Group, Inc.
    Redwood City, CA
Other Businesses

Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-05-31
S63 Uniform Securities Agent State Law Examination 2016-02-27
  • S65 Uniform Investment Adviser Law Examination
    2017-05-31
  • S63 Uniform Securities Agent State Law Examination
    2016-02-27
Other Names
  • Emily Lin

View on SEC IAPD

More in Redwood City, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor