Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Qiadong? Claim Your ProfileQiadong Zhao is a financial professional with over 13 years of experience in the financial services industry. Qiadong is a Registered Representative and Investment Advisor Representative with Cetera Investment Advisers LLC. Previously, Qiadong has also worked with LPL FINANCIAL LLC, Cetera Investment Services LLC, and NYLIFE SECURITIES LLC. Qiadong holds Series 6, 7, 63, and 66 licenses. Qiadong is also a Certified Financial Planner and Chartered Financial Consultant. Qiadong provides financial planning, investment management, and other advisory services to a variety of clients, including individuals, families, businesses, and charitable organizations.
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.
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.
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.
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NJ
01/18/2023 - Present
Cetera Investment Advisers LLC (EDISON NJ)
NY
02/28/2017 - 09/25/2017
LPL FINANCIAL LLC (BROOKLYN NY)
NY
11/14/2013 - 02/28/2017
CETERA INVESTMENT SERVICES LLC (NEW YORK NY)
NY
03/11/2010 - 08/07/2013
NYLIFE SECURITIES LLC (NEW YORK NY)
BOTH
Issued 12/6/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2013
Series 7 - General Securities Representative Examination
BC
Issued 3/10/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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