Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mengjin? Claim Your ProfileMengjin Zhang is a licensed financial advisor with over 2 years of experience in the financial industry. Mengjin is currently registered with HSBC Securities (USA) Inc. and holds FINRA Series 63, 79TO, and SIE licenses. Mengjin provides asset allocation recommendations and selects third-party advisors to manage assets according to client approval.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
06/28/2022 - Present
Hsbc Securities (usa) Inc. (NEW YORK NY)
BC
Issued 07/02/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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