Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Qian? Claim Your ProfileQian Li is a registered representative with Park Avenue Securities LLC and has been in the industry since 2019. Qian is licensed in New Jersey and has passed several industry exams, including Series 66, Series 63, Series 7TO, and SIE. Qian is also registered in New York, and their professional experience includes roles at NYLIFE Securities LLC and Guardian Life Insurance Company. Qian Li offers financial planning, educational seminars, selection of other advisors, and portfolio management for individuals. Qian Li has a history of working with a wide variety of clients, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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NY
09/18/2024 - Present
Park Avenue Securities LLC (FLUSHING NY)
NY
09/30/2019 - 07/14/2021
NYLIFE SECURITIES LLC (FLUSHING NY)
BOTH
Issued 03/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/29/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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