Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chi? Claim Your ProfileChi Zhang is a financial professional with experience in the financial services industry. Chi has worked for several firms, including Goldman Sachs & Co. LLC and Mercer Allied Company, L.P.. Currently, Chi is registered as a representative of J.p. Morgan Securities LLC. They are licensed to provide investment advice and securities services in many states across the United States. Chi has a strong educational background, having studied at Kean University and UC Irvine.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
CA
03/06/2023 - Present
J.p. Morgan Securities LLC (Irvine CA)
CA
01/04/2021 - 03/23/2023
GOLDMAN SACHS & CO. LLC (NEWPORT BEACH CA)
CA
05/19/2020 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (IRVINE CA)
BOTH
Issued 08/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
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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