Na LiCRD Number: 6192116
Current Firm: J.p. Morgan Securities LLC
Na Li (CRD# 6192116) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Flushing, NY and has over 3 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Cfs Investment Advisory Services LLC
|Jp Morgan Securities LLC||Oakland Gardens, NY||Oct 2017 - Current||< 1|
|Yoga Journey||Douglaston, NY||Jan 2015 - Current||3|
|Bank Of America, N.a.||Bayside, NY||Sep 2017 - Oct 2017||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Bayside, NY||Sep 2016 - Sep 2017||1|
|Msi Financial Services, Inc.||New York, NY||Apr 2014 - Aug 2016||2|
|Metlife Investors Distribution Company||New York, NY||Jun 2016 - Jul 2016||< 1|
|National Financial Network||New York, NY||Apr 2013 - Mar 2014||< 1|
|Park Avenue Securities LLC||New York, NY||May 2013 - Feb 2014||< 1|
|Unemployed||Harrison, NJ||Mar 2013 - Apr 2013||< 1|
|Uonone Optoelectric Technology||Zhenjiang,||Jul 2011 - Feb 2013||1|
|China Minsheng Bank, Xian Subsidy||Xian,||Aug 2008 - Jun 2011||2|
|Unemployed||Durham, NC||Jun 2008 - Jul 2008||< 1|
|Duke University||Durham, NC||Dec 2007 - May 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
Total Assets Under Management81,562MILLIONS
Total Number of Accounts376,424ACCOUNTS
Average Account Value$216,675
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.