Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zhen? Claim Your ProfileZhen Jia is a licensed financial professional with over 4 years of experience in the financial services industry. Currently, Zhen is a registered representative with BNY Mellon Securities Corp. based in Newport Beach, CA. Previously, Zhen worked for HSBC Securities (USA) Inc. and City National Securities, Inc., both in Irvine, CA.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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
CA
06/14/2021 - Present
BNY Mellon Securities Corp. (NEWPORT BEACH CA)
CA
04/15/2019 - 08/26/2019
HSBC SECURITIES (USA) INC. (IRVINE CA)
CA
11/03/2015 - 02/11/2019
CITY NATIONAL SECURITIES, INC. (IRVINE CA)
BOTH
Issued 03/31/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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