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Jin Zhang

Transamerica Financial Advisors, Inc.

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About Jin Zhang

Jin Zhang is a financial advisor associated with Transamerica Financial Advisors, Inc. Jin has been in the industry since 2006. Jin is currently registered to provide investment advice in Washington and has held previous registrations with other firms. Jin has completed the Series 6, Series 63, and SIE exams. Jin specializes in portfolio management for individuals.

Firm Information

Jin Zhang is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jin Zhang’s Registration & Firm History

WA

08/14/2020 - Present

Transamerica Financial Advisors, Inc. (BELLEVUE WA)

WA

05/15/2014 - 08/04/2020

CETERA INVESTMENT SERVICES LLC (BELLEVUE WA)

WA

01/06/2012 - 11/14/2013

TRANSAMERICA FINANCIAL ADVISORS, INC (RENTON WA)

WA

12/03/2009 - 01/06/2012

WORLD GROUP SECURITIES, INC. (RENTON WA)

WA

09/09/2008 - 12/31/2008

UCB INVESTMENT SERVICES, INC. (BELLEVUE WA)

WA

10/30/2006 - 04/28/2008

PRIMEVEST FINANCIAL SERVICES, INC. (KENT WA)

NC

08/30/2006 - 10/06/2006

UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 11/20/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jin Zhang.
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