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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zhuoli? Claim Your ProfileZhuoli Wang is a registered investment advisor representative with Globalink Wealth Management, LLC in Pasadena, California. Zhuoli has been in the financial industry since September 2014 and has passed a number of licensing exams including the Series 63, Series 65, and Series 7. Zhuoli holds registrations in California for both securities and investment advisory services. Globalink Wealth Management, LLC offers a variety of financial services including financial planning, portfolio management for individuals and businesses, and publication of periodicals. Zhuoli and the firm serve individuals, high net worth individuals, corporations, pension and profit-sharing plans, and other business entities.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
03/16/2023 - Present
Globalink Wealth Management, LLC (PASADENA CA)
IA
Issued 05/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2017
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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