Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yong ze? Claim Your ProfileYong ze Zhong is a financial professional with over 15 years of experience in the industry. Yong ze Zhong is currently registered with J.p. Morgan Securities LLC. Yong ze Zhong has a Series 63 license and has passed the SIE, Series 6, Series 55, and Series 7 exams. Previously, Yong ze Zhong was registered with CHASE INVESTMENT SERVICES CORP., WORLD GROUP SECURITIES, INC., VIEWTRADE FINANCIAL NETWORK, INC., and UNIVEST SECURITIES, INC. DBA UNIVERSAL FINANCIAL GROUP. Yong ze Zhong is a registered representative in Connecticut, New Jersey, and New York. Yong ze Zhong specializes in providing financial advice to individuals, corporations, high-net-worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
10/10/2015 - Present
J.p. Morgan Securities LLC (BROOKLYN NY)
NY
10/24/2006 - 11/10/2009
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
GA
09/27/2004 - 10/23/2006
WORLD GROUP SECURITIES, INC. (DULUTH GA)
FL
04/24/2000 - 07/16/2002
VIEWTRADE FINANCIAL NETWORK, INC. (BOCA RATON FL)
NY
10/06/1999 - 04/20/2000
UNIVEST SECURITIES, INC. DBA UNIVERSAL FINANCIAL GROUP (NEW YORK NY)
BC
Issued 11/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/22/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/05/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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