Yongyao Zhao
Professional summary
Yongyao Zhao, who also goes by Zhao Huang-chao, Zhao` Huang-chao, Huang-chao Zhao, Jack Zhao, is a registered financial professional currently at THE LEADERS GROUP, INC. located in Summit, New Jersey.
Yongyao is registered as a RR (Registered Representative) and started their career in finance in 2005. Yongyao has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Yongyao Zhao's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 12, 2025 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901December 15, 2010 - July 14, 2011
AMERITAS INVESTMENT COMPANY, LLC
April 20, 2005 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
April 20, 2005 - December 19, 2008
MSI FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/18/2025)
(9/18/2025)
(9/18/2025)
Exams
Series 7TO
Date: 7/12/2025
General Securities Representative ExaminationFINRA
Current Firm
THE LEADERS GROUP, INC.
CRD#: 37157 / SEC#: , 8-47639
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 4 |
Red Flags
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