Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hongjuan? Claim Your ProfileHongjuan Zhang is a financial advisor who has been in the industry since 2006. She is currently registered with HSBC Securities (USA) Inc. and is licensed to sell securities in 17 states. Hongjuan has passed multiple industry exams including the Series 6, 7, 63, and 66 exams, and the Securities Industry Essentials Examination (SIE). Hongjuan is also licensed to sell investment products in California. Hongjuan's prior experience includes working at UVEST Financial Services Group, Inc. in Cupertino, CA.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
02/15/2023 - Present
Hsbc Securities (usa) Inc. (FREMONT CA)
CA
04/13/2006 - 01/04/2007
UVEST FINANCIAL SERVICES GROUP, INC. (CUPERTINO CA)
BOTH
Issued 02/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/12/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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