Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zijie? Claim Your ProfileZijie Huang is a financial advisor who has been active in the industry since January 7, 2024. Zijie Huang is currently registered with UBS Financial Services Inc. in Brea, California. Zijie Huang has passed the Series 63, Series 65, Series 7TO, and SIE exams. Zijie Huang has been employed by UBS Financial Services, Inc. in Brea, California since October 2023. Zijie Huang has also held previous positions with Afortus Financial, LLC, Mider Capital Management, Healthcare Solutions Team, Inc, USHEALH Advisors, Teraflex, Managed Wealth Financial, Bingham High School, University High School, Rancho San Joaquin Middle School, and Unemployed.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
01/15/2024 - Present
UBS Financial Services Inc. (BREA CA)
BC
Issued 02/10/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/08/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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