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Zhaoli Zhang

Stonex Financial Inc.

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About Zhaoli Zhang

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.

Firm Information

Zhaoli Zhang is currently registered with Stonex Financial Inc.. Stonex Financial Inc. is a Corporation that was formed on May 29, 1998 and is registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

374

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Zhaoli Zhang’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zhaoli Zhang.
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