Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guannan? Claim Your ProfileGuannan Zeng is a registered representative with Summit Securities Group LLC. Guannan has been in the securities industry since 2012. Guannan has a Series 7, Series 57TO, and SIE license and has passed the Uniform Investment Adviser Law Examination. Guannan previously worked at XAMBALA CAPITAL, LLC in Sunnyvale, CA.
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
NY
07/22/2024 - Present
Summit Securities Group LLC (NEW YORK NY)
CA
06/15/2012 - 02/15/2017
XAMBALA CAPITAL, LLC (SUNNYVALE CA)
IA
Issued 08/18/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/2024
Series 57TO - Securities Trader Exam
BC
Issued 06/28/2024
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Guannan Zeng is the right advisor for you? Invested Better is here to help.
