Qi Zhang

Current Employers

Employment History

• 10/2022 → Present
  New York Life
  San Jose, CA
• 09/2014 → 07/2020
  Guosen Securites
  Shenzhen
• 08/2020 → 09/2022
  Unemployment
  San Jose, CA
• 12/2022 → Present
  Nylife Securities, Llc
  San Jose, CA
• 03/2024 → Present
  Eagle Strategies Llc
  San Jose, CA

Other Businesses

[Y&Z Financial Service, Inc; non-participating business ownership. Registered Y&Z Financial Service, Inc with my husband, where I have a 50% ownership but will not participate in the business operation. My husband himself is thinking about doing real estate investment. ; 621 Agave Terrace, Sunnyvale, CA 94086; Start Date 01/2024; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours][APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS through ASH Brokerage; 888 S. Harrison St. Suite 900,Indiana 46802; Start Date 10/2024; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 3 hours per month during securities trading hours][Dog Sitting/ Boarding; The business mainly provides home-style dog boarding services, where dogs stay overnight in a residential home environment.; 2888 Lantz Ave San Jose CA 95124; Start Date 05/2026; Role/Title: Owner; Not Investment Related; 30 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-27
• S63 Uniform Securities Agent State Law Examination
  2023-02-13