Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zhanshuo? Claim Your ProfileZhanshuo Qiang is an Investment Advisor Representative with Stoker Ostler, a part of BMO Financial Group. Zhanshuo is a financial professional licensed in Arizona and has been in the industry since 2021. Zhanshuo holds Series 7TO, Series 63, and SIE licenses and is also a Chartered Financial Analyst. Zhanshuo has experience with The Vanguard Group, Inc. and Enterprise Bank & Trust.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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AZ
07/15/2024 - Present
Stoker Ostler, A Part OF BMO Financial Group (SCOTTSDALE AZ)
AZ
07/19/2021 - 02/24/2022
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 07/27/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/11/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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