Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ze bo? Claim Your ProfileZe bo Huang is a financial advisor with UBS Financial Services Inc. in SAN FRANCISCO, CA. Ze bo has been in the financial industry since 2008. Ze bo has passed the Series 66, Series 7, Series 99TO and SIE exams and is registered in twelve states. Ze bo has previous experience with White Pacific Securities, Inc., W.R. Hambrecht + Co., LLC and East / West Securities Corp.
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.
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.
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.
See schedule d - miscellaneous
1
2
CA
06/20/2019 - Present
UBS Financial Services Inc. (SAN FRANCISCO CA)
CA
07/20/2016 - 01/15/2019
UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)
CA
03/18/2014 - 07/08/2016
W.R. HAMBRECHT + CO., LLC (SAN FRANCISCO CA)
CA
03/08/2012 - 05/21/2013
EAST / WEST SECURITIES CORP. (SAN FRANCISCO CA)
CA
03/15/2007 - 03/08/2012
WHITE PACIFIC SECURITIES, INC. (SAN FRANCISCO CA)
CA
01/08/2010 - 04/26/2010
W.R. HAMBRECHT + CO., LLC (SAN FRANCISCO CA)
CA
09/14/2006 - 02/08/2007
INTEGRAL FINANCIAL LLC (SAN JOSE CA)
BOTH
Issued 01/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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