Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rong jian? Claim Your ProfileRong Jian Jiang is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., working out of the FOREST HILLS, NY branch office. Rong Jian has been in the industry for several years, holding a Series 7TO, SIE, and Series 66 license. Rong Jian Jiang is also a licensed investment advisor in New York and Texas. Rong Jian Jiang is registered to offer investment advisory services in 17 states, including California, Connecticut, Delaware, District of Columbia, Florida, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Texas, Vermont, and Virginia. Rong Jian Jiang has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and pension 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.
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
NY
01/16/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FOREST HILLS NY)
BOTH
Issued 11/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/22/2022
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
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