Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zhuojie? Claim Your ProfileZhuojie Liu is a financial advisor with Citigroup Global Markets Inc. Zhuojie has been in the industry since 2009 and is registered with FINRA and the state of New Jersey. Zhuojie Liu holds the Series 63, Series 65, Series 7, and SIE licenses. Zhuojie Liu has worked with J.P. Morgan Securities LLC and Chase Investment Services Corp. before. Zhuojie Liu is also the sole owner of AARON & EMMA LLC which buys and rents real estate property.
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.
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2
NY
08/17/2021 - Present
Citigroup Global Markets Inc. (FLUSHING NY)
NY
10/01/2012 - 05/12/2015
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
04/06/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
07/16/2009 - 02/08/2010
J.P. TURNER & COMPANY, L.L.C. (STATEN ISLAND NY)
IA
Issued 07/28/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2009
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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