Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bo? Claim Your ProfileBo Zhang is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc.. Bo has been in the industry since June 2020. Bo is registered with FINRA and is Series 7, 66 and SIE licensed. Bo is also registered to provide investment advice in California. Bo specializes in working with high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Bo provides a range of financial advisory services, including portfolio management for individuals and businesses, pension consulting, and educational seminars. Bo has experience in working with clients in San Diego, CA, New York, NY, Virginia Beach, VA, Chesapeake, VA, and Norfolk, VA. Bo currently works out of the San Diego and New York offices of Merrill Lynch.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
07/20/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN DIEGO CA)
BOTH
Issued 07/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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