Jiaqi LiCRD Number: 6328597
Current Firm: International Assets Investment Management, LLC
Jiaqi Li (CRD# 6328597) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 4 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|International Assets Investment Management||Orlando, FL||Apr 2014 - Current||4|
|Usa Grand Internaional Group, Inc.||Flushing, NY||Feb 2014 - Mar 2014||< 1|
|University Of Florida||Gainesville, FL||Aug 2012 - Dec 2013||1|
|Extended Travel||Kunming,||Mar 2012 - Apr 2012||< 1|
|China Minsheng Banking Corp.||Kunming,||Jul 2011 - Feb 2012||< 1|
|Yunnan University||Kunming,||Jan 2011 - Jul 2011||< 1|
|Eastern Washington University||Cheney, WA||Aug 2008 - Dec 2010||2|
|Yunnan University||Kunming,||Sep 2007 - Jul 2008||< 1|
|The High School Affiliated To Yunman Normal University||Kunming,||Sep 2004 - Aug 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management396MILLIONS
Total Number of Accounts2,393ACCOUNTS
Average Account Value$165,642
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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)
AK, AL, AZ, CA, CT, DC, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, ND, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV