Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Yiwei Zhang is a financial advisor with National Financial Services LLC. Charles is registered with the state of Massachusetts and has a Series 63, Series 7TO, and SIE licenses. Charles has been in the financial industry since 2022 and has previously worked at STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC in Boston. Charles is committed to providing his 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.
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
MA
04/08/2024 - Present
National Financial Services LLC (BOSTON MA)
MA
03/18/2022 - 03/18/2024
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC (Boston MA)
BC
Issued 05/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Charles Zhang is the right advisor for you? Invested Better is here to help.
