Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fan? Claim Your ProfileFan Zhang is a registered investment advisor representative with Transamerica Financial Advisors, Inc. Fan has been in the industry for six years and holds a Series 6, Series 63, and Series 65 license. Fan is also registered as an investment advisor representative in California, Maryland, Minnesota, New Jersey, and Virginia. Fan Zhang has been with Transamerica Financial Advisors, Inc. since June 2017 and previously worked for WFGIA. Fan Zhang has a background in scientific research and works part-time for Virginia Commonwealth University as a Research Scientist. Fan Zhang is also a subagent for Benefit Planners Inc. and assists clients with tax management.
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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VA
02/27/2018 - Present
Transamerica Financial Advisors, Inc. (CHESAPEAKE VA)
IA
Issued 12/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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