Lin Pan is a CFA-designated registered investment advisor, based in Livingston, NJ, with 2 years of industry experience.
Location
Livingston, NJ
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Globalink Securities, INC.Broker
February 2026 - Present · 2 mos
Transglobal Advisory, LLC
February 2026 - Present · 2 mos
Globalink Securities, INC.
February 2026 - Present · 2 mos
Previous Registrations
Upmarket Securities LLCBroker
February 2025 - January 2026 · 11 mos
Northwestern Mutual Investment Services, LLCBroker
October 2023 - February 2025 · 1 yr 4 mos
State Registrations2 states
CANJ
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.