Unclaimed
Tao Zhang is a registered representative with Millennium Advisors, LLC in Charlotte, North Carolina. Tao Zhang is licensed in North Carolina and holds Series 63, 52TO, 7TO and SIE licenses. Tao Zhang joined Millennium Advisors, LLC on May 23, 2024.
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.
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.
1
2
NC
05/23/2024 - Present
Millennium Advisors, LLC (CHARLOTTE NC)
BC
Issued 05/31/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 05/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/14/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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