linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Qi Zhang

Eagle Strategies LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Qi? Claim Your Profile

About Qi Zhang

Qi Zhang is an investment advisor representative with Eagle Strategies LLC and is registered to provide investment advice in California. Qi is also registered as a broker in California and Texas. Qi has been in the industry since 2014, and holds the Series 63, Series 65, Series 6TO and SIE licenses. Qi has prior experience with Guosen Securities, New York Life, NYLIFE Securities, LLC and Eagle Strategies LLC. Qi specializes in providing investment advice to high net worth individuals, corporations or other businesses, and individuals other than high net worth. Qi also provides financial planning, educational seminars, and portfolio management for individuals.

Firm Information

Qi Zhang is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

25 Metro Drive

SAN JOSE, CA 95110

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Qi Zhang’s Registration & Firm History

CA

03/14/2024 - Present

Eagle Strategies LLC (SAN JOSE CA)

Not sure if Qi Zhang is right for you?

Licenses & Designations

IA

Issued 2/27/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 2/13/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 1/19/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/17/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Qi Zhang.
Not sure if Qi Zhang is right for you?