Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Weimin? Claim Your ProfileWeimin Zhang is a financial professional with over 19 years of experience in the industry. Currently, Weimin Zhang is registered with Charles Schwab & CO., Inc. in Orlando, FL. Previously, Weimin Zhang worked at TD AMERITRADE, INC., TD AMERITRADE CLEARING, INC. and SCOTTRADE, INC. Weimin Zhang holds several licenses, including Series 3, Series 4, Series 7, Series 9, Series 10, Series 24, Series 63, Series 99TO and SIE. Weimin Zhang is also a Registered Options Principal. Weimin Zhang provides advisory services such as Financial Planning and Selection of Other Advisers.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
02/06/2023 - Present
Charles Schwab & CO., Inc. (Orlando FL)
MO
10/10/2017 - 07/06/2023
TD AMERITRADE, INC. (ST. LOUIS MO)
NE
02/13/2018 - 01/10/2022
TD AMERITRADE CLEARING, INC. (OMAHA NE)
MO
05/07/2004 - 02/26/2018
SCOTTRADE, INC. (ST. LOUIS MO)
BC
Issued 05/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/14/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/12/2018
Series 4 - Registered Options Principal Examination
BC
Issued 12/21/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 08/01/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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