Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kuanmei? Claim Your ProfileKuanmei Huang is a financial professional with over 20 years of experience in the industry. Kuanmei is currently registered with Fidelity Brokerage Services LLC and has held previous roles with TIAA-CREF Individual & Institutional Services, LLC and American Express Financial Advisors Inc.. Kuanmei is licensed to provide investment advice in 53 states and the District of Columbia.
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.
1
2
RI
10/07/2022 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
CA
10/07/1998 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SAN FRANCISCO CA)
MN
10/03/1997 - 05/05/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/03/1997 - 05/05/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/17/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Kuanmei Huang is the right advisor for you? Invested Better is here to help.
