Ran Shi (CRD# 7715570) is an Investment Advisor Representative working at Queensbury Global Advisors in Los Altos, CA and has 1 year of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Queensbury Global Advisors | Los Altos, CA | Nov 2022 - Current | 1 |
| Unemployed | Los Altos, CA | Aug 2022 - Oct 2022 | < 1 |
| Gortune Limited | Hong Kong, | Nov 2017 - Jul 2022 | 4 |
| Unemployed | San Jose, CA | Jan 2015 - Nov 2017 | 2 |
| Zeal Asset Management | Hong Kong, | Jan 2014 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
CA
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