Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zikun? Claim Your ProfileZikun Cai is a financial advisor with MML Investors Services, LLC. Zikun Cai has been working in the financial industry since June 20, 2018. Zikun Cai is registered with the state of Pennsylvania as a Registered Representative (RA) and Investment Advisor Representative (IA). Zikun Cai is also registered with the state of Indiana and Virginia. Zikun Cai holds the Series 66, Series 7 and SIE exams. Zikun Cai is a graduate of Penn State University. Zikun Cai specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and asset allocation programs. Zikun Cai is located in State College, PA and works out of the firm's branch office located at 3949 SOUTH ATHERTON STREET.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
08/13/2018 - Present
MML Investors Services, LLC (STATE COLLEGE PA)
BOTH
Issued 07/31/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Zikun Cai is the right advisor for you? Invested Better is here to help.
