Unclaimed
Zhongkun Wang is a financial professional with over 20 years of experience in the securities industry. Zhongkun is currently registered with Nylife Securities LLC. Zhongkun has a strong track record of success in providing investment advice and financial planning services to clients. Zhongkun is committed to helping 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.
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.
1
2
NY
06/12/2023 - Present
Nylife Securities LLC (MELVILLE NY)
NY
11/12/2007 - 11/19/2010
OCEANCROSS CAPITAL, LLC (GREAT NECK NY)
IL
02/13/2004 - 10/20/2004
ASSENT LLC (BOLINGBROOK IL)
GA
08/12/1999 - 02/08/2000
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 09/01/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/12/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/24/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2008
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/18/2007
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 04/29/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/12/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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