Jian Qi, financial advisor Great Neck NY

Jian Qi

CRD Number: 6653111
Current Firm: Transamerica Financial Advisors, Inc.

Jian Qi (CRD# 6653111) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Great Neck, NY and has over 5 years of experience in the finance industry.

Similar Advisors
Eric Bloom, financial advisor Great Neck NY
Eric M. Bloom
CRD# 2708116
Park Avenue Securities LLC
Similar Advisors
Alexander Bass, financial advisor Great Neck NY
Alexander Bass
CRD# 4846117
Hightower Advisors, LLC
Similar Advisors
Cole Aaronson, financial advisor Great Neck NY
Cole E. Aaronson
CRD# 6381165
A.g.p / Alliance Global Partners
Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Great Neck, NY May 2016 - Current 5
World Financial Group, Inc. Great Neck, NY Dec 2014 - Current 6
Spellman High Voltage Electronics Corporation Hauppauge, NY Jun 2014 - Current 7
Vicon Industries Inc. Hauppauge, NY Apr 2013 - Jun 2014 1
Motorola Holtsville, NY Mar 2006 - Mar 2013 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2016
S65 NASAA Investment Advisors Law Examination Nov 2017
Contact Info for Jian Qi
Phone Number: 727-299-1800
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    2,071
    MILLIONS
  • Total Number of Accounts
    52,745
    ACCOUNTS
  • Average Account Value
    $39,264
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.