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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jiaqi? Claim Your ProfileJiaqi Li is a registered investment advisor representative with PNC Investments. Jiaqi Li has been in the industry since 2014 and has a wide range of experience, including working with International Assets Advisory, LLC. Jiaqi Li has passed the Series 66, Series 4, Series 24, SIE, and Series 7 exams. Jiaqi Li is registered with the state of Florida as both a Broker-Dealer and Investment Advisor Representative. Jiaqi Li is licensed to provide investment advisory services to individuals, businesses, investment companies, and pooled investment vehicles. PNC Investments is a large firm with a strong track record and a commitment to providing its clients with the highest quality investment advice. The firm provides a variety of investment services, including portfolio management, financial planning, and selection of other advisors. PNC Investments has a diverse client base, including high-net-worth individuals, corporations, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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2
FL
05/08/2023 - Present
PNC Investments (Oviedo FL)
FL
11/27/2019 - 05/08/2023
INTERNATIONAL ASSETS ADVISORY, LLC (ORLANDO FL)
FL
08/26/2019 - 10/28/2019
INTERNATIONAL ASSETS ADVISORY, LLC (ORLANDO FL)
FL
08/29/2014 - 08/31/2017
INTERNATIONAL ASSETS ADVISORY, LLC (ORLANDO FL)
BOTH
Issued 03/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2022
Series 4 - Registered Options Principal Examination
BC
Issued 02/03/2020
Series 24 - General Securities Principal Examination
BC
Issued 08/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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