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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Liz? Claim Your ProfileLiz Zhao is a financial advisor with Eagle Strategies LLC, based in Glendale, California. Liz has over a decade of experience in the financial services industry, Liz holds a Series 7, Series 6, Series 63, Series 66, and Series 24 licenses and is registered with both FINRA and the State of California. Prior to joining Eagle Strategies, Liz was with UBS Financial Services Inc. and Pacific Century Securities, LLC. Liz specializes in working with individuals, families, and businesses. Liz's services include financial planning, investment management, and retirement planning. Liz is committed to providing her clients with personalized financial advice and guidance.
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.
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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CA
12/14/2023 - Present
Eagle Strategies LLC (GLENDALE CA)
CA
12/03/2021 - 01/23/2023
UBS FINANCIAL SERVICES INC. (PASADENA CA)
NY
01/11/2020 - 11/25/2020
PACIFIC CENTURY SECURITIES, LLC (QUEENS NY)
TX
04/20/2017 - 01/02/2018
FIRST HEARTLAND CAPITAL, INC. (Houston TX)
NY
02/06/2013 - 05/08/2015
CITIGROUP GLOBAL MARKETS INC. (FLUSHING NY)
NY
10/01/2012 - 12/07/2012
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
11/28/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
12/15/2009 - 11/22/2011
METLIFE SECURITIES INC. (FLUSHING NY)
BOTH
Issued 04/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/14/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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