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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 advisor who has been in the industry since June 2010. Qiadong Zhao is currently registered with Cetera Investment Advisers LLC. Qiadong Zhao has a Series 6, 7, 63, and 66 license as well as the SIE exam. Qiadong Zhao holds the CFP and ChFC designations. Qiadong Zhao has been previously registered with LPL Financial LLC and Cetera Investment Services LLC. Qiadong Zhao specializes in providing financial planning, portfolio management, and pension consulting services to individuals, 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 12/06/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/10/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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