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Zhaoxi Zhong

Loomis Sayles Distributors, LP

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About Zhaoxi Zhong

Zhaoxi Zhong is a financial professional with over 15 years of experience in the industry. Zhong is currently registered with Loomis Sayles Distributors, LP in Boston, MA. Previously, Zhong was registered with Natixis Distribution, LLC. Zhong holds Series 6 and 63 securities licenses as well as the SIE.

Firm Information

Zhaoxi Zhong is currently registered with Loomis Sayles Distributors, LP. Loomis Sayles Distributors, LP is a Partnership formed in July 1996. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

73

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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Zhaoxi Zhong’s Registration & Firm History

MA

07/06/2022 - Present

Loomis Sayles Distributors, LP (BOSTON MA)

MA

11/14/2007 - 04/11/2022

NATIXIS DISTRIBUTION, LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 09/18/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zhaoxi Zhong.
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