Unclaimed
Mingyan Zhang is a registered representative with MML Investors Services, LLC. Mingyan has been in the securities industry since 1994. Mingyan is licensed in several states including California, Colorado, Indiana, Maine, Maryland, New Jersey, New York, and North Carolina. Mingyan has previously worked at MSI Financial Services, INC. and Metropolitan Life Insurance Company. Mingyan has passed several industry exams including the Uniform Securities Agent State Law Examination, the Securities Industry Essentials Examination, and the Investment Company Products/Variable Contracts Representative Examination.
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
NJ
03/25/2017 - Present
MML Investors Services, LLC (WALL TOWNSHIP NJ)
NJ
11/09/1994 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WALL TOWNSHIP NJ)
NJ
11/09/1994 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (TINTON FALLS NJ)
BC
Issued 07/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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