Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cindy? Claim Your ProfileCindy Zheng is a registered investment advisor representative. Cindy has been in the financial services industry since July 15, 1997. Cindy currently works for Transamerica Financial Advisors, Inc. and is located in San Mateo, California. Cindy specializes in insurance and retirement planning and has a strong track record of helping clients achieve their financial goals. Cindy is dedicated to providing personalized service and building long-term relationships with her clients.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
CA
08/14/2023 - Present
Transamerica Financial Advisors, Inc. (San Mateo CA)
CA
09/17/2012 - 08/18/2021
EQUITABLE ADVISORS, LLC (HILLSBOROUGH CA)
CA
01/25/2010 - 09/10/2012
PRUCO SECURITIES, LLC. (SAN FRANCISCO CA)
CA
09/01/2004 - 01/13/2010
METLIFE SECURITIES INC. (FOSTER CITY CA)
CA
09/01/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (FOSTER CITY CA)
NY
05/23/2001 - 08/05/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
NJ
06/01/1995 - 05/14/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 05/31/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2012
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/29/2002
Series 24 - General Securities Principal Examination
BC
Issued 06/05/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/31/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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