Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bin? Claim Your ProfileBin Zhai is a financial advisor with Avantax Advisory Services in San Jose, CA. Bin has been in the financial services industry since 2003, and has a Series 6, Series 7 and Series 63 license. Bin is also a Certified Financial Planner. In addition to working for Avantax Advisory Services, Bin is also a partner at Zhai & Wang, LLP, a tax preparation and accounting firm. Bin is also the owner of Zhai Wealth Management, which provides investment services. Bin is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
01/24/2024 - Present
Avantax Advisory Services (SAN JOSE CA)
GA
05/28/2003 - 10/21/2003
WORLD GROUP SECURITIES, INC. (DULUTH GA)
BC
Issued 05/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/24/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Bin Zhai is the right advisor for you? Invested Better is here to help.
