Unclaimed
Kexiang Huang is a financial advisor registered with J.P. Morgan Securities LLC, headquartered in Irvine, California. Kexiang has been in the financial industry for over a year, having started at J.P. Morgan Securities LLC on June 30th, 2022. Kexiang holds Series 63, SIE, and Series 6TO licenses, indicating a focus on investment company products, variable contracts, and a broad understanding of securities regulations. Kexiang specializes in providing financial advice to individuals, businesses, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
06/30/2022 - Present
J.p. Morgan Securities LLC (IRVINE CA)
BC
Issued 08/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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