Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hanyu? Claim Your ProfileHanyu Zhao is an investment advisor representative with Charles Schwab & Co., Inc. Hanyu Zhao is registered with FINRA and has been in the industry for 7 years. Hanyu Zhao previously worked for J.P. MORGAN SECURITIES LLC and CHARLES SCHWAB & CO., INC. Hanyu Zhao has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Hanyu Zhao works in the Sunnyvale, CA branch office.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CA
08/04/2022 - Present
Charles Schwab & CO., Inc. (Sunnyvale CA)
CA
05/16/2019 - 05/14/2022
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
CA
07/22/2016 - 05/21/2019
CHARLES SCHWAB & CO., INC. (ARCADIA CA)
BOTH
Issued 11/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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