Invested Better
Unclaimed

Unclaimed

Unclaimed

Xiaoyu Zhu

Stonex Financial Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Xiaoyu? Claim Your Profile

About Xiaoyu Zhu

Xiaoyu Zhu is a financial professional with over 2 years of experience in the industry. Xiaoyu holds Series 3, 7TO, 30 and 63 licenses. Xiaoyu is registered with Stonex Financial Inc. in North Carolina. Xiaoyu's primary office location is 5960 Fairview Road, Suite 341 in Charlotte, North Carolina.

Firm Information

Xiaoyu Zhu is currently registered with Stonex Financial Inc.. Stonex Financial Inc. is a Corporation that was formed on May 29, 1998 and is registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

374

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.

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Xiaoyu Zhu’s Registration & Firm History

NC

10/02/2019 - Present

Stonex Financial Inc. (CHARLOTTE NC)

Not sure if Xiaoyu Zhu is right for you?

Licenses & Designations

BC

Issued 11/23/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/03/2018

Series 30 - NFA Branch Manager Examination

BC

Issued 10/01/2019

Series 7TO - General Securities Representative Examination

BC

Issued 04/20/2017

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Xiaoyu Zhu.
Not sure if Xiaoyu Zhu is right for you?