Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jie? Claim Your ProfileJie Huang is an Investment Advisor Representative with Fidelity Personal and Workplace Advisors. Jie has been in the financial industry since February 2017 and has a Series 7, Series 66 and SIE licenses. Jie holds a Certified Financial Planner designation and has been registered with the state of Pennsylvania since June 2020. Jie previously worked for LPL Financial LLC.
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.
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.
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
PA
10/02/2023 - Present
Fidelity Personal AND Workplace Advisors (KING OF PRUSSIA PA)
DE
02/15/2017 - 06/04/2020
LPL FINANCIAL LLC (GREENVILLE DE)
BOTH
Issued 07/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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