Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane xu? Claim Your ProfileJane Xu Zeng is a financial advisor based in Houston, Texas. Jane has been in the financial services industry since February 1996, with experience at both MML Investors Services, LLC and MSI Financial Services, Inc. Jane holds a Series 6, 7, and 63 licenses. Jane is registered to provide investment advice in Texas. Jane Xu Zeng specializes in various investment products and services, including: portfolio management for individuals and businesses, asset allocation programs, financial planning, and pension consulting.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
TX
03/25/2017 - Present
MML Investors Services, LLC (HOUSTON TX)
TX
02/28/1996 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
02/28/1996 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (HOUSTON TX)
BC
Issued 03/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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