Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zekai? Claim Your ProfileZekai Sun is a financial advisor currently registered with J.p. Morgan Securities LLC. Zekai is based in Boston, MA. Zekai is licensed to provide financial advice in Maine, Massachusetts, New Hampshire, and Rhode Island. Zekai has been in the financial services industry since April 29, 2024. Zekai is also licensed to sell investment company products/variable contracts as well as a Series 63 licensed representative.
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
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MA
04/30/2024 - Present
J.p. Morgan Securities LLC (Boston MA)
BC
Issued 05/15/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/16/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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