Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zhipan? Claim Your ProfileZhipan Huang is a registered representative with HSBC Securities (USA) Inc. Zhipan has been in the industry since 2015. Previously, Zhipan was registered with J.P. Morgan Securities LLC and NYLIFE Securities LLC. Zhipan holds the Series 6, Series 7, Series 63 and SIE licenses. Zhipan specializes in providing asset allocation recommendations and based upon such recommendations 3rd party advisor to manage assets pursuant to client approval, selection of other advisors and portfolio management for 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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
10/26/2024 - Present
Hsbc Securities (usa) Inc. (BELLEVUE WA)
WA
11/21/2016 - 11/01/2018
J.P. MORGAN SECURITIES LLC (SEATTLE WA)
WA
01/27/2014 - 06/03/2015
NYLIFE SECURITIES LLC (BELLEVUE WA)
BC
Issued 01/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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