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Yu Xiang L
Series 63, Series 66
Avon, CT
Merrill
Yu Xiang Lin is a financial advisor at Merrill with Series 63 and Series 66 licenses and less than one year of industry experience. Prior to joining Merrill, Lin held roles at Bank of America and JPMorgan Chase Bank, N.A., and has experience in the food service industry through various business ventures. Lin is also affiliated with the NYU Professional School of Studies. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.
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