Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zun? Claim Your ProfileZun Li is a financial professional with over 1 year of experience in the industry. Zun is currently registered with J.p. Morgan Securities LLC and holds a Series 63, SIE and Series 79TO license. Zun Li is registered in California and New York. J.p. Morgan Securities LLC is a well-established firm with a long history of providing financial services to individuals and institutions. They have a wide range of investment products and services to meet the needs of their clients.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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CA
08/09/2023 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
BC
Issued 08/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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