Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dora? Claim Your ProfileDora Chang-zeng Liu is a financial advisor who is registered with both FINRA and the state of Georgia. Dora has been in the financial industry since 2021 and has passed the Series 63, Series 6TO and SIE exams. Dora works with individuals and clients on their investment portfolios, including mutual funds and variable contracts. Dora is also an active financial advisor for the state of California. Dora is affiliated with Transamerica Financial Advisors, Inc. who has approximately $1 to $10 billion in assets under management and is registered with the SEC as a Registered Investment Advisor.
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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GA
04/06/2021 - Present
Transamerica Financial Advisors, Inc. (DULUTH GA)
BC
Issued 04/15/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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