Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yuli? Claim Your ProfileYuli Zhang is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. based in Wellesley, MA. Yuli Zhang has been in the financial services industry since July 2015 and has experience with several firms, including Wells Fargo Advisors, LLC and Pruco Securities, LLC. Yuli Zhang has a broad range of licenses and registrations including Series 6, 7, 63, and 66. Yuli Zhang has been registered with the state of Connecticut for investment advisory and broker-dealer services since 2021.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
08/22/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WELLESLEY MA)
CA
03/02/2016 - 10/19/2016
WELLS FARGO ADVISORS, LLC (SAN FRANCISCO CA)
CA
09/16/2015 - 01/13/2016
PRUCO SECURITIES, LLC. (SAN FRANCISCO CA)
BOTH
Issued 07/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/21/2021
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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