Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jayson? Claim Your ProfileJayson Zhou is a financial advisor associated with TKC Wealth Management LLC. Jayson Zhou is registered with FINRA and is licensed in Texas. Jayson Zhou has 5 years of experience in the securities industry. Jayson Zhou has passed the Series 99TO, SIE, and Series 66 exams. Jayson Zhou specializes in portfolio management for individuals and businesses, as well as pension consulting. Jayson Zhou has experience working with high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
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
10/16/2024 - Present
TKC Wealth Management LLC (DALLAS TX)
BOTH
Issued 06/17/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2023
Series 99TO - Operations Professional Examination
BC
Issued 11/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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