Qian ZhaoCRD Number: 5683802
Current Firm: Fidelity Personal And Workplace Advisors
Qian Zhao (CRD# 5683802) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Los Gatos, CA and has over 3 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Lpl Financial LLC
Fidelity Personal And Workplace Advisors
|Fidelity Investments||Los Gatos, CA||May 2021 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||San Jose, CA||Feb 2021 - May 2021||< 1|
|Bank Of America, N.a.||San Jose, CA||Feb 2021 - May 2021||< 1|
|Edward Jones||St Louis, MO||Sep 2019 - Jan 2021||1|
|Dr. Roelina S. Muskat Dds||Santa Clara, CA||Feb 2019 - Aug 2019||< 1|
|San Jose City College Student||San Jose, CA||Jan 2017 - Jan 2019||2|
|Farmers Insurance||Cupertino, CA||Jun 2014 - Dec 2016||2|
|Wells Fargo Advisors LLC||Fremont, CA||Oct 2013 - May 2014||< 1|
|Wells Fargo Bank Na||Fremont, CA||Aug 2013 - May 2014||< 1|
|Unemployed||Santa Clara, CA||Mar 2012 - Jul 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2019|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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