Unclaimed
Zhaoli Zhang is a financial professional with experience in the financial services industry. Zhaoli is currently a registered representative with Stonex Financial Inc., which is headquartered in Winter Park, Florida. Before that, Zhaoli was a registered representative with INTL FCSTONE CREDIT TRADING LLC. Zhaoli holds the Series 27, Series 7TO, SIE, and Series 99 licenses.
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.
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.
1
2
FL
05/09/2018 - Present
Stonex Financial Inc. (WINTER PARK FL)
FL
01/31/2019 - 05/01/2019
INTL FCSTONE CREDIT TRADING LLC (WINTER PARK FL)
BC
Issued 12/03/2022
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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