Yanbin Linsim is a CFP-designated registered investment advisor, based in Ramsey, NJ, with 5 years of industry experience. Yanbin is also registered as a broker, so some compensation may come from commissions on products sold.
Location
500 N. Franklin Turnpike, 3rd Floor, Suite 322, Ramsey, NJ, 07446
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Yanbin is registered support staff for Steward Partners Investment Advisory, LLC, and an employee of Steward Partners Global Advisory, LLC. He also provides support for Ramapo Wealth Advisors, all since March 2022, but dedicates no time to these activities.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations30 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Nicholas Laverghetta, CFPNcm Capital Management, LLC
- Bryan Kabot, CFPRegency Wealth Management
- Mark Andraos, CFPRegency Wealth Management
- Daniel Rosaschi, ChFCCorrado Advisors, LLC
- Mark Reitsma, CFPRegency Wealth Management
- Timothy Parker, CFARegency Wealth Management