Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jie? Claim Your ProfileJie Zhu is a financial professional with over 17 years of experience in the financial services industry. Jie is currently registered with Lion Street Financial, LLC in Austin, Texas. Previously, Jie was employed with LPL Financial LLC in San Jose, California, and World Group Securities, Inc. in Duluth, Georgia. Jie holds the Series 7, Series 63, and SIE licenses.
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.
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.
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2
TX
03/10/2016 - Present
Lion Street Financial, LLC (AUSTIN TX)
CA
03/22/2004 - 04/07/2014
LPL FINANCIAL LLC (SAN JOSE CA)
GA
01/09/2003 - 09/25/2003
WORLD GROUP SECURITIES, INC. (DULUTH GA)
BC
Issued 12/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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