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JG

Jingxue Guo

HUATAI SECURITIES (USA)
New York, NY 10017
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CRD#: 7193331
JG

Professional summary


Jingxue Guo, who also goes by Wendy Guo, is a registered financial professional currently at HUATAI SECURITIES (USA), INC. located in New York, New York.

Jingxue is registered as a RR (Registered Representative) and started their career in finance in 2020. Jingxue has worked at 1 firm and has passed the Series 79TO, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Wendy Guo

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Jingxue Guo's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 15, 2020 - Present

HUATAI SECURITIES (USA), INC.

Office #1: 280 Park Ave 21 Floor East, New York, NY 10017
BD
CRD#: 298809
New York, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 79TO
Date: 1/27/2025
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/15/2020
General Securities Representative Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm


HS
HUATAI SECURITIES (USA), INC.
HUATAI SECURITIES (USA), INC.

CRD#: 298809 / SEC#: , 8-70231

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
280 Park Ave 21 Floor East, New York, NY 10017
Mailing Address
280 Park Ave 21 Floor East, New York, NY 10017
Phone number
(212) 763-8180
Established
Delaware since 08/24/2018
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (19 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
HUATAI SECURITIES USA HOLDINGS, INC.SOLE SHAREHOLDER
LIN, BRYAN DAWEICHIEF EXECUTIVE OFFICER/DIRECTOR2923067
MAO, SANDRA YUAN-SANCHIEF COMPLIANCE OFFICER4318909
RUTITSKIY, DMITRIYFINOP6117665
SUN, YINGBOARD MEMBER7026572
WANG, CHONGBOARD MEMBER7030757
WANG, LEIBOARD MEMBER7078240

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HUATAI SECURITIES (USA), INC.

CRD#: 298809New York, NY 10017

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