Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Qimeng? Claim Your ProfileQimeng Li is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., based in UNION CITY, CA. Qimeng holds Series 66, 7TO, 9, 10, and SIE licenses and is registered as a broker-dealer and investment advisor in multiple states. Qimeng has over 10 years of experience in the financial industry and provides a variety of financial services, including portfolio management, financial planning, and retirement planning. Qimeng Li is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
09/23/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (UNION CITY CA)
BOTH
Issued 05/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/19/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Qimeng Li is the right advisor for you? Invested Better is here to help.
