Yong-sheng Qi (CRD# 6768744) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dublin, CA and has over 6 years of experience in the finance industry.
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | San Ramon, CA | Sep 2017 - Current | 6 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Ramon, CA | Sep 2017 - Current | 6 |
| Unemployed | Pittsburg, CA | Jun 2017 - Sep 2017 | < 1 |
| Td Ameritrade | Walnut Creek, CA | Mar 2017 - Jun 2017 | < 1 |
| Bank Of America | Concord, CA | Mar 2016 - Mar 2017 | 1 |
| Bank Of America | Walnut Creek, CA | Feb 2015 - Mar 2016 | 1 |
| Unemployed | Pleasant Hill, CA | Aug 2014 - Feb 2015 | < 1 |
| Bank Of Communication | San Francisco, CA | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2017 |
- CA
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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