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Qingyi mark Liang

Cetera Investment Advisers LLC

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About Qingyi mark Liang

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.

Firm Information

Qingyi mark Liang is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

3911 W PARK BLVD

PLANO, TX 75075

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Qingyi mark Liang’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Qingyi mark Liang.
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