Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Haoqi? Claim Your ProfileHaoqi Zhang is an Investment Adviser Representative for O'Shaughnessy Asset Management, LLC, registered in Connecticut. Haoqi Zhang is a graduate of Columbia University. Haoqi Zhang has passed the Series 65, Uniform Investment Adviser Law Examination. Prior to joining O'Shaughnessy Asset Management, LLC, Haoqi Zhang was employed by Columbia University, the University of Rochester and Beijing No. 2 High School.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Assets under advisement (for uma)
1
2
CT
11/05/2022 - Present
O'Shaughnessy Asset Management, LLC (STAMFORD CT)
IA
Issued 11/05/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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