Unclaimed
Michelle Zeng is a registered representative at Summit Trail Securities, LLC. She has been in the financial services industry since 2013. Michelle is a Series 7 and Series 63 licensed representative. She holds a SIE exam. Michelle has previous experience at Barclays Capital Inc.
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
07/17/2017 - Present
Summit Trail Securities, LLC (NEW YORK NY)
NY
10/14/2011 - 10/14/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
BC
Issued 09/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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