Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cuiying? Claim Your ProfileCuiying Zhang is a financial professional with over 20 years of experience in the financial services industry. Cuiying is currently registered with Allstate Financial Services, LLC, and has held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Pyramid Financial Corp. Cuiying is licensed to conduct business in California and holds Series 66, SIE, 7, and 11 licenses.
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.
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2
CA
11/19/2002 - Present
Allstate Financial Services, LLC (LA PALMA CA)
NY
01/26/2000 - 09/05/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
04/14/1999 - 02/29/2000
PYRAMID FINANCIAL CORP. (CUPERTINO CA)
BOTH
Issued 05/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/08/1997
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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