Yuexia Lin
Professional summary
Yuexia Lin is a registered financial professional currently at NI ADVISORS located in Milpitas, California.
Yuexia is registered as a RR (Registered Representative) and started their career in finance in 2025. Yuexia has worked at 2 firms and has passed the Series 6TO and SIE exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Yuexia Lin's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 19, 2026 - Present
NI ADVISORS
Office #1: 1138 Cadillac Court, Milpitas, CA 95035Office #2: 1138 Cadillac Court, Milpitas, CA 95035-3058December 1, 2025 - June 9, 2026
NYLIFE SECURITIES LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 6TO
Date: 11/29/2025
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
NI ADVISORS
CRD#: 134502 / SEC#: , 8-66841
Contact information
FINRA licenses (34 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7 |
| AUM (Assets Under Management) | $ 3,560,000 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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