Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Haolun? Claim Your ProfileHaolun Zhang is a financial advisor with Kestra Investment Management, LLC. Haolun Zhang is registered in Texas. Haolun Zhang holds the Series 66, Series 7, and Series 87 licenses. Haolun Zhang has been in the industry since 2017. Haolun Zhang is a Chartered Financial Analyst and provides investment advice to other registered investment advisors and trust companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Investment advice to other registered investment advisors and trust companies
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.
A percentage of the total value of assets under management is charged.
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TX
10/25/2022 - Present
Kestra Investment Management, LLC (AUSTIN TX)
MO
07/14/2017 - 09/06/2022
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 08/04/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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