Unclaimed
Ruizhi Zhang is a registered representative with Bofa Securities, Inc. Ruizhi is based in PALO ALTO, California and has been in the financial industry since 2024. Ruizhi is registered with the state of California. Ruizhi has passed the Uniform Securities Agent State Law Examination (Series 63), the Investment Banking Registered Representative Examination (Series 79TO), and the Securities Industry Essentials Examination (SIE). Bofa Securities, Inc. is a full-service investment bank and securities firm that offers a wide range of financial products and services to individual and institutional clients.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
CA
08/23/2024 - Present
Bofa Securities, Inc. (PALO ALTO CA)
BC
Issued 08/28/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/31/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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