Qimeng LiCRD Number: 7076628
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Qimeng Li (CRD# 7076628) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Union City, CA and has over 3 years of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
Lowery Thomas, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Union City, CA||Jan 2013 - Current||10|
|Bank Of America, N.a.||Union City, CA||Jan 2013 - Current||10|
|A Perfect Day SPA||Fremont, CA||Nov 2011 - Jun 2014||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2019|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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