Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jiabei? Claim Your ProfileJiabei Zeng is a Registered Investment Advisor at American Fundstars. Jiabei has been in the industry since October 2024 and is currently registered with the state of California. Jiabei is a graduate of Columbia University and New York University. Jiabei specializes in financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Jiabei has a strong track record of success in helping clients achieve their financial goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
10/09/2024 - Present
American Fundstars (NEWPORT BEACH CA)
Active
Inactive
Not sure Jiabei Zeng is the right advisor for you? Invested Better is here to help.
