Unclaimed
Qian yun Huang is an investment professional registered with J.P. Morgan Securities LLC. Qian yun Huang's professional experience includes Series 63, Series 6TO and SIE licenses and over 2 years of experience in the financial industry. They hold active registrations in Connecticut, New Jersey and New York. Qian yun Huang primarily works with high net worth individuals, corporations or other businesses, insurance companies, charitable organizations and pension and profit sharing plans. Their primary focus is on providing financial planning, pension consulting and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
11/29/2022 - Present
J.p. Morgan Securities LLC (FLUSHING NY)
BC
Issued 01/20/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Qian yun Huang is the right advisor for you? Invested Better is here to help.