Unclaimed
Calian Huang is a financial advisor with over 10 years of experience in the industry. Calian is currently registered with Pershing LLC and holds multiple licenses, including Series 7, 24, 52TO, 66, 87, and SIE. Calian has previously worked with TD Ameritrade, MML Investors Services, MSI Financial Services, HSBC Securities, and John Thomas Financial. Calian is active in the New York state and has been since November 2021.
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.
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.
1
2
NY
11/29/2021 - Present
Pershing LLC (NEW YORK NY)
NY
06/08/2018 - 07/28/2020
TD AMERITRADE, INC. (FLUSHING NY)
NY
03/25/2017 - 05/21/2018
MML INVESTORS SERVICES, LLC (FLUSHING NY)
NY
05/10/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (FLUSHING NY)
NY
10/24/2013 - 05/06/2016
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
07/02/2013 - 10/11/2013
CETERA INVESTMENT SERVICES LLC (FLUSHING NY)
NY
02/16/2011 - 03/20/2013
JOHN THOMAS FINANCIAL (NEW YORK NY)
BOTH
Issued 07/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2012
Series 24 - General Securities Principal Examination
BC
Issued 07/31/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2011
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/15/2011
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
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
MIAX Sapphire
M
Miami International Securities Exchange, 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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