Qiqi ZhangCRD Number: 7410316
Current Firm: Ubs Financial Services Inc.
Qiqi Zhang (CRD# 7410316) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Los Angeles, CA and has 1 year of experience in the finance industry.
Grove Point Advisors, LLC
Awm Capital, LLC
Wealth Management Partners Of Los Angeles
|Ubs||Los Angeles, CA||Jun 2021 - Current||< 1|
|Willis Towers Watson||Atlanta, GA||Jan 2021 - Jun 2021||< 1|
|Emory University||Atlanta, GA||Aug 2017 - Jan 2021||3|
|Andover Public Schools||Andover, MA||Jun 2011 - Aug 2017||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management692,292MILLIONS
Total Number of Accounts1,073,865ACCOUNTS
Average Account Value$644,673
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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