Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zhe? Claim Your ProfileZhe Liao is an investment advisor representative associated with Westlake Wealth Management, LLC, in Portland, Oregon. Zhe has been in the industry since December 2007 and is registered with the state of Oregon. Zhe holds the Series 66 and Series 7 licenses and is licensed to provide investment advice to individuals and high-net-worth individuals. The firm manages approximately $11,116,232 in assets for clients, and Zhe specializes in providing financial services to individuals and high-net-worth individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OR
02/02/2012 - Present
Westlake Wealth Management, LLC (PORTLAND OR)
OR
12/10/2007 - 01/03/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND OR)
BOTH
Issued 01/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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