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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jingwei? Claim Your ProfileJingwei Zang is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Jingwei has been in the industry since January 2021. Jingwei is registered with FINRA as a Registered Representative. Jingwei also holds the Series 63, Series 66, Series 7TO and SIE licenses. Jingwei has experience with HSBC Securities (USA) Inc. and J.P. Morgan Securities LLC, as well as a previous role at HSBC Bank USA N.A. Jingwei has a strong background in providing financial advice and services to individuals and businesses. Jingwei specializes in a variety of financial services, including portfolio management, financial planning, and investment advisory services. Jingwei's goal is to help 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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
WA
06/29/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ISSAQUAH WA)
WA
03/15/2024 - 04/14/2024
J.P. MORGAN SECURITIES LLC (RENTON WA)
WA
10/21/2021 - 11/10/2022
J.P. MORGAN SECURITIES LLC (BELLEVUE WA)
WA
07/15/2019 - 08/27/2021
HSBC SECURITIES (USA) INC. (Bellevue WA)
BOTH
Issued 06/28/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/13/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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