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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Han-joe? Claim Your ProfileHan-joe Huang is a financial advisor with Avantax Advisory Services. Han-joe Huang has been in the financial industry since 2006. Han-joe Huang provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans.
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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
07/28/2023 - Present
Avantax Advisory Services (Allen TX)
MN
08/09/2022 - 03/21/2023
AEI SECURITIES, INC. (ST. PAUL MN)
TX
08/10/2007 - 06/30/2022
AVANTAX INVESTMENT SERVICES, INC. (DALLAS TX)
IL
08/13/2004 - 04/12/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
MN
05/31/2004 - 10/28/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 07/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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