Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Zhu is a registered representative with Allstate Financial Services, LLC since August 1999. Holly is licensed in California and holds the Series 6, Series 63, and SIE licenses. Holly's experience in the financial services industry spans over 23 years.
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.
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.
1
2
CA
08/17/1999 - Present
Allstate Financial Services, LLC (FREMONT CA)
BC
Issued 08/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Holly Zhu is the right advisor for you? Invested Better is here to help.
