ADVISOR BIO

Zhanpeng Jiang is an investment advisor representative at Gaoan Capital Management LLC. Zhanpeng has been in the industry since 2000, and holds an active Investment Advisor (IA) license in California. Zhanpeng is currently a board member of Epican Technologies. Zhanpeng has prior experience at Coalescence Partners Investment Management LP and Waddell & Reed Financials. Gaoan Capital Management LLC primarily manages assets for pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Zhaoyi Xue is an investment advisor with a Series 6, Series 63, and SIE license. Zhaoyi Xue has been in the securities industry since October 4, 2015. Zhaoyi Xue is registered with HSBC Securities (USA) Inc. and is located in their New York office. Zhaoyi Xue offers a range of services, including portfolio management for businesses and pooled investment vehicles. Zhaoyi Xue's firm, HSBC Securities (USA) Inc. manages over $3 billion in assets and provides investment advisory services to a variety of clients, including individuals, corporations, and institutional investors.

SPECIALIZATIONS

ADVISOR BIO

Zhenghao Gui is a registered representative with Goldman Sachs & Co. LLC, a leading global investment banking, securities and investment management firm. Zhenghao has been in the industry since 2014. Zhenghao is licensed to provide a wide range of financial services, including securities trading, investment advice, and financial planning. Zhenghao is also a licensed Series 7, Series 57TO, and SIE Exam holder, and has a strong background in financial markets and investment strategies.

SPECIALIZATIONS

ADVISOR BIO

Zhenhua Yuan is an investment advisor representative at Watts Gwilliam & Company, LLC. Zhenhua is registered with the state of Arizona and has been in the industry since 2014. Prior to joining Watts Gwilliam & Company, LLC, Zhenhua worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Zhenhua holds the Series 6, Series 7, Series 63, and Series 66 licenses, as well as the SIE exam. Zhenhua specializes in providing financial planning, portfolio management, and selection of other advisers. Zhenhua has experience working with high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Zhen hua Wang is a financial advisor registered with HSBC Securities (USA) Inc. Zhen hua Wang is a licensed representative in New York and North Carolina. Zhen hua Wang has been in the financial industry since August 24, 2013. Zhen hua Wang previously worked at J.P. Morgan Securities LLC. Zhen hua Wang specializes in portfolio management for individuals and investment companies. Zhen hua Wang is also a licensed representative in several other states including Connecticut, Massachusetts, New Jersey, Pennsylvania, and North Carolina.

SPECIALIZATIONS

ADVISOR BIO

Zhihua Yang is a registered investment advisor representative at Oppenheimer & Co. Inc., a firm with over $1 billion in assets under management. Zhihua is based in New York, New York and has been in the industry since January 17, 2012. Zhihua is also a Chartered Financial Analyst. Oppenheimer & Co. Inc. provides portfolio management for individuals, businesses, and pooled investment vehicles. The firm offers financial planning and pension consulting services.

SPECIALIZATIONS

ADVISOR BIO

Zhijie Ding is an Investment Advisor Representative at Pennington Partners & Co., LLC. Zhijie specializes in providing financial planning and portfolio management services to individuals, families, and pooled investment vehicles. Zhijie Ding has over 2 years of experience in the financial services industry. Zhijie holds a Series 65 license and is registered with the state of Maryland.

SPECIALIZATIONS

ADVISOR BIO

Zhipan Huang is a registered representative with HSBC Securities (USA) Inc. Zhipan has been in the industry since 2015. Previously, Zhipan was registered with J.P. Morgan Securities LLC and NYLIFE Securities LLC. Zhipan holds the Series 6, Series 7, Series 63 and SIE licenses. Zhipan specializes in providing asset allocation recommendations and based upon such recommendations 3rd party advisor to manage assets pursuant to client approval, selection of other advisors and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Zhiqi Liu is a financial advisor with American Fundstars. Zhiqi has over 10 years of experience in the financial services industry, and is committed to helping clients achieve their financial goals. Zhiqi is a registered representative and investment advisor representative, and holds the Series 66, 7TO, 31, 24, 27, and 79TO licenses. Zhiqi is also an insurance agent for American Fundstars Insurance Agency. Zhiqi provides a variety of financial services to individuals, businesses, and investment companies. Zhiqi specializes in portfolio management, financial planning, and investment advisory services. Zhiqi is committed to providing her clients with personalized financial advice and guidance.

SPECIALIZATIONS

ADVISOR BIO

Zhiyu Jiang is a financial professional with over 5 years of experience in the industry. Zhiyu is currently registered with Oppenheimer & Co. Inc. and is licensed in New York. Zhiyu has a Series 63, Series 7TO, Series 87 and SIE license. Zhiyu Jiang holds a Chartered Financial Analyst designation. Zhiyu has prior experience with Moody's Investors Service, Navigant Consulting, Inc., Columbia University, and Duke University.

SPECIALIZATIONS