Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mingxin? Claim Your ProfileMingxin Jiang is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., registered in Georgia and Texas. Mingxin holds licenses to offer securities and investment advice. Mingxin has been in the industry since 2021 and has experience serving high-net-worth individuals, corporations, and charitable organizations. Mingxin offers various financial services, including portfolio management, investment advice, and performance measurement reports.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
10/18/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BUFORD GA)
BOTH
Issued 09/12/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/18/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Mingxin Jiang is the right advisor for you? Invested Better is here to help.
