Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheng cheng? Claim Your ProfileCheng cheng Zhu is a financial advisor with Belzberg Capital. Cheng cheng Zhu is registered with FINRA and the state of California. Cheng cheng Zhu has been in the industry since June 22, 2017 and holds the Series 63, SIE, and Series 79 licenses. Cheng cheng Zhu has been with Belzberg Capital since April 29, 2024 and was previously with LIONE TREE ADVISORS LLC and CODE ADVISORS LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
CA
04/29/2024 - Present
Belzberg Capital (Soquel CA)
CA
04/07/2020 - 04/18/2024
LIONTREE ADVISORS LLC (San Francisco CA)
CA
06/13/2017 - 04/08/2020
CODE ADVISORS LLC (SAN FRANCISCO CA)
BC
Issued 08/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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