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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zhuobei? Claim Your ProfileZhuobei Deng is a registered investment advisor representative with Citigroup Global Markets Inc. Zhuobei has been in the industry since 2008. Zhuobei is currently registered with the states of New Jersey and New York. Zhuobei is licensed to provide investment advice to individuals, businesses, pension plans, charitable organizations, and state or municipal government entities. Zhuobei has expertise in asset allocation, financial planning, and portfolio management. Zhuobei is also registered to provide investment advice to clients of Chase Investment Services Corp.
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.
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.
Asset allocation advice
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.
1
2
NY
08/17/2021 - Present
Citigroup Global Markets Inc. (BROOKLYN NY)
NY
08/01/2012 - 12/31/2014
CITIGROUP GLOBAL MARKETS INC. (BROOKLYN NY)
NY
01/01/2008 - 12/01/2011
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
IA
Issued 12/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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