Unclaimed
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
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)
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
Active
Inactive
F
FINRA
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