ADVISOR BIO

Zhenxing Lao is a financial professional who has been active in the industry since December 1, 2016. Zhenxing is currently registered with Citigroup Global Markets Inc. in Irvine, California. Previously, Zhenxing was registered with HSBC Securities (USA) Inc. and Wells Fargo Clearing Services, LLC. Zhenxing holds several licenses, including Series 6, 7TO, 63, and 66, and is currently registered as an investment advisor representative in California and as a broker in California, Illinois, Michigan, Nevada, and Utah. Zhenxing's areas of specialization include investment advisory services, portfolio management for individuals and businesses, and asset allocation advice.

SPECIALIZATIONS

ADVISOR BIO

Zhenyao Zhou is a financial advisor registered with J.P. Morgan Securities LLC in California. Zhenyao has been in the financial industry since November 2022 and specializes in investment company products/variable contracts, securities industry essentials and financial planning. Zhenyao has a Series 63, Series 6TO and SIE licenses.

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ADVISOR BIO

Zhenzhen Huang is a registered representative with J.P. Morgan Securities LLC. Zhenzhen is licensed in California and has been in the industry since June 2016. Zhenzhen is a Series 6 and Series 63 licensed representative and specializes in securities, variable contracts, annuities, mutual funds, and investment advisory services.

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ADVISOR BIO

Zhenzhen Zhu is a financial advisor registered with J.P. Morgan Securities LLC. Zhenzhen is based in Fremont, CA and has been in the industry since August 2022. Zhenzhen holds Series 63, Series 6TO and SIE licenses and specializes in providing financial advice to individuals, corporations, pension and profit-sharing plans, insurance companies, and charitable organizations. J.P. Morgan Securities LLC is a well-established firm with a strong reputation for providing comprehensive financial services.

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ADVISOR BIO

Zhezheng Cao is a financial advisor who has been in the industry for over a year. Zhezheng Cao is currently registered with Equitable Advisors, LLC in Irvine, CA. Zhezheng Cao has passed the Series 7TO, Series 63 and SIE exams and is registered with the state of California. Zhezheng Cao has experience with providing financial planning services to individuals, corporations and businesses. Zhezheng Cao also has experience with providing pension consulting, educational seminars, and selecting other advisors.

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ADVISOR BIO

Zhijun Lu is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Zhijun has been in the industry since 2016 and is registered in 53 states. Zhijun offers a range of services, including portfolio management, financial planning, and pension consulting.

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ADVISOR BIO

Zhi Hu is a financial advisor with over 10 years of experience in the industry. Zhi Hu is currently registered with Morgan Stanley and previously worked at J.P. MORGAN SECURITIES LLC. Zhi Hu is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT. Zhi Hu holds a Series 66, Series 7, and SIE license. Zhi Hu specializes in investment management for individuals, businesses, and investment companies. Zhi Hu also provides financial planning services, pension consulting, and asset allocation advice.

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ADVISOR BIO

Zhi-hong Zhao is a financial advisor with Charles Schwab & Co., Inc. located in Pleasanton, CA. Zhi-hong Zhao has over 14 years of experience in the financial services industry. Zhi-hong Zhao is a registered representative of Charles Schwab & Co., Inc. and also a registered investment advisor. Before joining Charles Schwab & Co., Inc., Zhi-hong Zhao worked for TD AMERITRADE, INC. and SCOTTRADE, INC. Zhi-hong Zhao is licensed to sell securities in 15 states. Zhi-hong Zhao holds Series 63, 66, 7, and SIE licenses. Zhi-hong Zhao specializes in Financial Planning and portfolio management for individuals.

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ADVISOR BIO

Zhi-hong Liu is a registered representative of Transamerica Financial Advisors, Inc. Zhi-hong has been in the securities industry since 2003. Zhi-hong is also a registered investment advisor representative. Zhi-hong's previous firm was World Group Securities, Inc.. Zhi-hong has passed the Series 6, Series 63, Series 65, and SIE exams. Zhi-hong is licensed to sell securities in California and Michigan.

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ADVISOR BIO

Zhihui Wang is a financial advisor who has been in the industry since 2023. Zhihui currently works at Merrill Lynch, Pierce, Fenner & Smith Inc. Zhihui has a series 7TO, Series 66 and a SIE license. Zhihui is registered to provide investment advice in Arizona, California, Florida, Nevada, Oregon, Texas, and Washington. Zhihui is also registered to provide investment advice in California and Texas.

SPECIALIZATIONS