Unclaimed
David Zeng is a financial professional with over 10 years of experience in the industry. David Zeng is currently registered with Centerview Partners LLC, a firm based in San Francisco. David Zeng previously worked at Morgan Stanley & Co. LLC. David Zeng has passed the Securities Industry Essentials Examination (SIE) and Investment Banking Registered Representative Examination (Series 79).
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.
1
2
CA
06/05/2014 - Present
Centerview Partners LLC (SAN FRANCISCO CA)
CA
08/06/2013 - 05/29/2014
MORGAN STANLEY & CO. LLC (SAN FRANCISCO CA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure David Zeng is the right advisor for you? Invested Better is here to help.