Invested Better
Unclaimed

Unclaimed

Unclaimed

Aimei Zhong

Missionsquare Retirement

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Aimei? Claim Your Profile

About Aimei Zhong

Aimei Zhong is a financial professional with over five years of experience in the financial services industry. Aimei Zhong is currently registered as a Registered Representative with Missionsquare Retirement, where Aimei Zhong provides financial advice to individuals, families, and businesses. Aimei Zhong is also licensed as an Investment Advisor Representative in the District of Columbia and Pennsylvania. Prior to joining Missionsquare Retirement, Aimei Zhong was employed by CITI PRIVATE ADVISORY, LLC and CITIGROUP GLOBAL MARKETS INC. Aimei Zhong has successfully completed the Series 66, Series 24, Series 7, and SIE exams. Aimei Zhong specializes in retirement planning and portfolio management.

Firm Information

Aimei Zhong is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Aimei Zhong’s Registration & Firm History

DC

10/09/2020 - Present

Missionsquare Retirement (WASHINGTON DC)

DE

04/17/2017 - 07/23/2020

CITI PRIVATE ADVISORY, LLC (Wilmington DE)

DE

09/08/2015 - 07/23/2020

CITIGROUP GLOBAL MARKETS INC. (Wilmington DE)

Not sure if Aimei Zhong is right for you?

Licenses & Designations

BOTH

Issued 10/01/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/07/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aimei Zhong.
Not sure if Aimei Zhong is right for you?