Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meng? Claim Your ProfileMeng Zhang is an Investment Advisor Representative, with a Series 63 license from California, Series 66 license from California and Texas, Series 7 license from California, Series 6 license from California, and SIE license from California. Meng is registered with J.P. Morgan Securities LLC in CUPERTINO, CA. Meng has been a registered representative for 3 years, and has been in the industry for 4 years. Previously, Meng was registered with HSBC SECURITIES (USA) INC.. Meng Zhang is also registered as an Investment Adviser Representative in Texas. Meng is specialized in providing financial planning and portfolio management services to individuals and businesses.
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
11/28/2023 - Present
J.p. Morgan Securities LLC (CUPERTINO CA)
CA
08/02/2021 - 12/03/2021
HSBC SECURITIES (USA) INC. (SAN JOSE CA)
BOTH
Issued 09/23/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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