Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zhizhi? Claim Your ProfileZhizhi Mark Ma is a financial advisor with over 25 years of experience in the industry. Zhizhi is currently registered with Ameritas Advisory Services, LLC, a firm based in Lincoln, Nebraska. Before joining Ameritas, Zhizhi was previously registered with The Advisors Group, Inc. Zhizhi is also licensed as an independent insurance agent, selling fixed insurance products. Zhizhi's specializations include financial planning, pension consulting, and portfolio management for individuals and businesses. Zhizhi is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
TX
11/01/2021 - Present
Ameritas Advisory Services, LLC (HOUSTON TX)
MD
06/11/1997 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
BOTH
Issued 01/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2005
Series 24 - General Securities Principal Examination
BC
Issued 04/08/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/09/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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