Unclaimed
Hanyu Zhang is a financial professional currently registered with Citigroup Global Markets Inc., a firm with over $50 billion in assets under management and over 11,754 clients. Hanyu has been in the industry since April 14, 2024, and is licensed to provide financial services across the United States. Hanyu holds the Series 7TO, Series 63, and SIE licenses, demonstrating their commitment to providing comprehensive and knowledgeable financial advice. Hanyu specializes in portfolio management for businesses and individuals and is committed to providing high-quality services to their clients.
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.
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.
Asset allocation advice
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
04/15/2024 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
BC
Issued 05/03/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/23/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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