Unclaimed
Jaue-hwa Huang is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Jaue-hwa Huang has been in the financial services industry since 1990 and has experience with Merrill Lynch, Pierce, Fenner & Smith Inc. and First of Michigan Corporation. Jaue-hwa Huang is registered to provide investment advice in 4 states and is also licensed to provide securities services in 28 states. Jaue-hwa Huang has been a board member at Salvation Army Great Lake Division since 2015.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
09/30/1997 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DEARBORN MI)
MI
08/10/1990 - 01/01/1992
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
NA
04/24/1990 - 10/18/1990
BLINDER, ROBINSON & CO., INC.
IA
Issued 03/03/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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