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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jitian? Claim Your ProfileJitian Tan is a financial advisor who has been in the industry since 2000. Jitian is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Jitian is also registered with the states of California and Texas. Jitian has a wide range of experience in the financial services industry, including experience with Morgan Stanley, Citigroup Global Markets Inc., and Pruco Securities Corporation. Jitian has a strong track record of success in helping clients achieve their financial goals. Jitian specializes in providing investment advice to individuals, businesses, and institutions.
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
CA
03/18/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN JOSE CA)
CA
06/01/2009 - 07/22/2015
MORGAN STANLEY (Menlo Park CA)
CA
06/13/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MENLO PARK CA)
CA
04/02/2007 - 06/16/2008
MORGAN STANLEY & CO. INCORPORATED (SAN JOSE CA)
CA
10/29/2001 - 04/02/2007
MORGAN STANLEY DW INC. (SAN JOSE CA)
NJ
02/04/1999 - 04/11/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 02/16/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2009
Series 3 - National Commodity Futures Examination
BC
Issued 09/07/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 02/03/1999
Series 7 - General Securities Representative 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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