Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Li? Claim Your ProfileLi Huang is a financial advisor at Cetera Investment Advisers LLC. Li has been in the financial industry since 2011. Li has experience with several firms including Wells Fargo Clearing Services, LLC, State Farm VP Management Corp. and Citigroup Global Markets Inc. Li currently holds the Series 6, 7, and 66 licenses. Li's experience includes working with individuals, corporations, pension and profit-sharing plans, charitable organizations and banking or thrift institutions. Cetera Investment Advisers LLC provides investment advice and financial planning services.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
04/13/2022 - Present
Cetera Investment Advisers LLC (San Francisco CA)
CA
08/07/2020 - 05/12/2022
WELLS FARGO CLEARING SERVICES, LLC (SAN FRANCISCO CA)
IL
07/24/2019 - 07/02/2020
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
CA
12/09/2013 - 02/22/2019
CITIGROUP GLOBAL MARKETS INC. (San Francisco CA)
CA
10/01/2012 - 09/05/2013
J.P. MORGAN SECURITIES LLC (SAN MATEO CA)
CA
11/14/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MILLBRAE CA)
CA
08/30/2010 - 10/31/2011
EDWARD JONES (DALY CITY CA)
BOTH
Issued 09/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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