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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anjian? Claim Your ProfileAnjian Zhu is a registered investment advisor representative with Ameriprise Financial Services, LLC. Anjian Zhu is licensed in Washington and New York. Anjian Zhu has been in the industry for over 10 years and holds the Series 7TO, Series 66 and SIE licenses. Ameriprise Financial Services, LLC is a large firm with over $479 billion in assets under management. Ameriprise Financial Services, LLC offers a wide range of investment advisory services, including financial planning, pension consulting, educational seminars, and portfolio management. Anjian Zhu's expertise is in the areas of Asset Allocation Services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OR
07/02/2024 - Present
Ameriprise Financial Services, LLC (PORTLAND OR)
BOTH
Issued 11/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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