Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zhangde? Claim Your ProfileZhangde Lin is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Zhangde has been in the industry since 2017 and has a Series 7, 63, 66, and 9. Zhangde is registered in California and has been employed by Merrill Lynch, Pierce, Fenner & Smith Inc. since September 2017. Zhangde specializes in providing investment advisory services. The firm is headquartered in New York, NY and offers a wide range of investment products and services to individuals, businesses, and institutions.
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
NY
10/21/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
BOTH
Issued 01/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/05/2021
SIE - Securities Industry Essentials 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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