Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zikun? Claim Your ProfileZikun Xu is a registered representative with Eagle Strategies LLC and has been in the industry since 2018. Zikun is licensed in New York and Texas and has been active in the investment industry since 2018. Previously Zikun was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in New York. Zikun holds the Series 7 and Series 66 securities registrations along with the SIE. Zikun provides a range of services including investment advisory services, financial planning, and pension consulting. Zikun also offers educational seminars and publishes periodicals. Zikun Xu specializes in investment advisory services for corporations, high-net-worth individuals, and individuals other than high-net-worth. Zikun also specializes in providing investment advice for charitable organizations.
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.
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.
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NY
08/24/2023 - Present
Eagle Strategies LLC (NEW YORK NY)
NY
10/03/2017 - 04/18/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/3/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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