Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dan? Claim Your ProfileDan Zhou is a financial professional with over 10 years of experience in the financial services industry. Dan Zhou is currently registered with Farmers Financial Solutions, LLC, where they have been employed since 2018. Dan Zhou has been registered with the state of California since 2018 and holds the Series 6, Series 63, and SIE licenses. Dan Zhou's primary focus is on providing investment advice and financial planning services.
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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CA
07/05/2018 - Present
Farmers Financial Solutions, LLC (POMONA CA)
CA
08/12/2015 - 10/24/2016
FARMERS FINANCIAL SOLUTIONS, LLC (POMONA CA)
BC
Issued 10/18/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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