Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zhen? Claim Your ProfileZhen Liu is a registered representative with J.P. Morgan Securities LLC. Zhen has been in the industry since February 2013 and is currently registered with the securities authorities in California and Texas. Zhen has experience at several firms including Wells Fargo Clearing Services, LLC, HSBC Securities (USA) Inc., HSBC Bank USA NA, Citibank, N.A.,/Citigroup, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and BANK OF AMERICA, N.A..
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fee computed based on cents-per-share-deposited-into-the-account
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CA
09/30/2024 - Present
J.p. Morgan Securities LLC (ALHAMBRA CA)
Active
Inactive
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