Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yichi? Claim Your ProfileYichi Zhang is a registered representative with Northwestern Mutual Investment Services, LLC. Yichi Zhang is licensed in California. Yichi Zhang has been working in the financial industry for over 2 years. Yichi Zhang has passed the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE). Yichi Zhang is located in Los Angeles, California.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
CA
04/29/2024 - Present
Northwestern Mutual Investment Services, LLC (LOS ANGELES CA)
BC
Issued 04/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/20/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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