Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard wei? Claim Your ProfileGerard wei Zhang is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Gerard wei Zhang has been in the industry since 2020 and holds Series 63, 66, and 7 licenses. Gerard wei Zhang is also registered to provide investment advice in California and Texas. Gerard wei Zhang has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Gerard wei Zhang provides a range of services, including financial planning, investment management, and retirement planning.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
02/13/2025 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PASADENA CA)
NY
07/31/2020 - 05/14/2024
NYLIFE SECURITIES LLC (NEW YORK NY)
BOTH
Issued 01/27/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/31/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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