Aaron Lin

Aaron Lin

Aaron Lin is a CERTIFIED FINANCIAL PLANNER™ professional. | New York, New York, United States

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Work Experience

Charles Schwab

VP, Financial Consultant

2022-12-01 — Present

TD Ameritrade

VP, Financial Consultant

2022-03-01 — 2022-12-01

TD Ameritrade

Senior Financial Consultant

2021-05-01 — 2022-03-01

TD Ameritrade

Financial Consultant

2018-02-01 — 2021-05-01

Scottrade

Bilingual Investment Consultant

2013-12-01 — 2018-02-01

Knight Equity Markets

Associate

2006-07-01 — 2010-09-01

Skills

finance brokers brokerage banking financial consulting financial products & services portfolio management advisor services retirement plan services specialty brokerage services

Languages

English