Unclaimed
Qingyi Mark Liang is a financial advisor with Cetera Investment Advisers LLC. Qingyi Mark Liang has over 11 years of experience in the financial services industry. Qingyi Mark Liang is registered with the state of Texas as a Registered Investment Advisor (RIA). Qingyi Mark Liang is also registered with FINRA and has passed the Series 7, Series 66 and SIE exams. Qingyi Mark Liang's previous employers include Wells Fargo Advisors, LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp., and MML Investors Services, Inc.
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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2
TX
10/12/2015 - Present
Cetera Investment Advisers LLC (PLANO TX)
TX
12/18/2013 - 10/07/2015
WELLS FARGO ADVISORS, LLC (DALLAS TX)
TX
10/01/2012 - 12/16/2013
J.P. MORGAN SECURITIES LLC (RICHARDSON TX)
TX
06/13/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (RICHARDSON TX)
TX
09/11/2008 - 02/10/2010
MML INVESTORS SERVICES, INC. (ADDISON TX)
BOTH
Issued 7/5/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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