Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bing? Claim Your ProfileBing Cheng Zhang is a financial advisor at Fidelity Personal And Workplace Advisors with over 10 years of experience in the financial industry. Bing has a wide range of experience working with different clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. Bing is registered with the state of California and Texas and holds a Series 63, 66, 7, 9, 10, and SIE licenses. Bing has a strong commitment to providing personalized financial advice and helping clients 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.
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.
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.
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2
CA
09/16/2020 - Present
Fidelity Personal AND Workplace Advisors (SUNNYVALE CA)
CA
12/05/2017 - 05/02/2018
J.P. MORGAN SECURITIES LLC (LOS ALTOS CA)
CA
03/14/2016 - 12/07/2017
CHARLES SCHWAB & CO., INC. (FREMONT CA)
CA
09/03/2009 - 02/23/2016
SCOTTRADE, INC. (FREMONT CA)
CA
04/22/2009 - 08/12/2009
WELLS FARGO INVESTMENTS, LLC (MILPITAS CA)
CA
04/30/2008 - 01/30/2009
ASSENT LLC (LOS ANGELES CA)
BOTH
Issued 03/18/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/18/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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