Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jieting? Claim Your ProfileJieting Zhang is a financial advisor registered in California and Texas. Jieting has been active in the industry since February 2020 and holds licenses from the Series 63, 65, and 7 exams as well as the SIE. Currently, Jieting is registered with Wells Fargo Clearing Services, LLC. Prior to joining Wells Fargo, Jieting was registered with HSBC Securities (USA) Inc. Jieting specializes in offering investment advisory services for both individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
07/31/2023 - Present
Wells Fargo Clearing Services, LLC (IRVINE CA)
CA
08/30/2021 - 04/28/2022
WELLS FARGO CLEARING SERVICES, LLC (IRVINE CA)
CA
11/29/2018 - 08/05/2021
HSBC SECURITIES (USA) INC. (IRVINE CA)
IA
Issued 08/02/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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