Unclaimed
Guiping Zhuang is a financial professional with over 25 years of experience in the financial services industry. Guiping is currently registered as a Registered Representative with LPL Enterprise, LLC. Guiping has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, MetLife Securities Inc. and Metropolitan Life Insurance Company. Guiping is licensed to offer a variety of financial products and services, including investment advisory services, financial planning, and consulting. Guiping is committed to providing personalized financial guidance to help individuals and families 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
A percentage of the total value of assets under management is charged.
1
2
NY
11/14/2024 - Present
LPL Enterprise, LLC (NEW YORK NY)
NY
11/19/1999 - 04/03/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
12/05/1996 - 10/11/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/05/1996 - 10/11/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 01/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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