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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zhenhua? Claim Your ProfileZhenhua Yuan is an investment advisor representative at Watts Gwilliam & Company, LLC. Zhenhua is registered with the state of Arizona and has been in the industry since 2014. Prior to joining Watts Gwilliam & Company, LLC, Zhenhua worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Zhenhua holds the Series 6, Series 7, Series 63, and Series 66 licenses, as well as the SIE exam. Zhenhua specializes in providing financial planning, portfolio management, and selection of other advisers. Zhenhua has experience working with high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AZ
01/21/2021 - Present
Watts Gwilliam & Company, LLC (GILBERT AZ)
AZ
09/22/2017 - 10/30/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GILBERT AZ)
AZ
03/25/2014 - 09/27/2016
J.P. MORGAN SECURITIES LLC (MESA AZ)
BOTH
Issued 02/08/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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