Unclaimed
Angelica cheng cheng Zhang is a financial professional with over 10 years of experience in the industry. Angelica cheng cheng Zhang is currently registered with J.p. Morgan Securities LLC, where she has been since December 2018. Previously, Angelica cheng cheng Zhang was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Angelica cheng cheng Zhang holds a Series 7, Series 63, and SIE license. Angelica cheng cheng Zhang is dedicated to providing her clients with personalized financial advice and guidance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your 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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
12/19/2018 - Present
J.p. Morgan Securities LLC (New York NY)
NY
08/21/2009 - 08/24/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 07/26/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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