Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jefferey? Claim Your ProfileJefferey Zhu is a registered investment advisor representative with MWA Financial Services Inc.. Jefferey Zhu is licensed in California, Georgia, Oregon and Texas. Jefferey Zhu's professional experience includes working as a financial advisor for Modern Woodmen of America and MWA Financial Services Inc.. Jefferey Zhu is also a financial consultant with Jefferey Zhu Consulting.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
05/03/2022 - Present
MWA Financial Services Inc. (Ontario CA)
IA
Issued 05/27/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jefferey Zhu is the right advisor for you? Invested Better is here to help.
