Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zhifang? Claim Your ProfileZhifang Wu is a financial advisor with UBS Financial Services Inc. and UBS Securities LLC. Zhifang has been in the industry since September 13, 2009. Zhifang Wu is registered with FINRA and has passed the Series 7, 16, 86, and 87 exams. Zhifang Wu is also registered with the state of New York. Zhifang has experience with Morgan Stanley & Co., Incorporated. Zhifang Wu is located in New York, New York.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NY
08/08/2013 - Present
UBS Financial Services Inc. (NEW YORK NY)
NY
09/20/2004 - 07/24/2007
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BC
Issued 10/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2012
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 01/03/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/12/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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