Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Minghe? Claim Your ProfileMinghe Zhou is a financial advisor registered with Cetera Investment Services LLC. Minghe is a licensed agent in California and holds Series 7TO, Series 63, Series 6 and SIE licenses. Minghe has been in the industry since June 2019 and most recently worked with HSBC Securities (USA) INC. in Pleasanton, California.
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
CA
01/30/2023 - Present
Cetera Investment Services LLC (SAN MATEO CA)
CA
06/26/2018 - 02/09/2022
HSBC SECURITIES (USA) INC. (Pleasanton CA)
BC
Issued 09/04/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Minghe Zhou is the right advisor for you? Invested Better is here to help.
