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Alexis Z

Series 63, Series 66

Brooklyn, NY

Citizens securities, Inc.

Alexis Zang Huang is a financial advisor at Citizens Securities, Inc. with three years of industry experience. Prior to joining Citizens Securities, Huang worked at AD & BA LLC and held roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program and managed account services, operating as both a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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