Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Qingyi mark? Claim Your ProfileQingyi Liang is a financial advisor currently registered with Cetera Investment Advisers LLC. Qingyi has been in the financial industry for over 10 years and has held previous positions at Wells Fargo Advisors, LLC, J.P. Morgan Securities LLC, and Chase Investment Services Corp. Qingyi holds both Series 7 and Series 66 licenses, and is currently registered with the state of Texas to provide both securities and investment advisory services. Qingyi has a strong background in financial planning and specializes in providing personalized services to individuals, high-net-worth individuals, corporations, businesses, 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.
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 07/05/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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