Unclaimed
Nancy Minyi Zheng is a registered representative with Legacy Wealth Management, LLC. Nancy has been in the industry since 2000, and has held previous positions with Eternity Financial Alliance Solutions Inc. and World Financial Group. Nancy's focus is on providing financial planning, advisory consulting, and portfolio management for individuals. Nancy works in the Newport Beach, CA office of Legacy Wealth Management, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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.
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CA
10/28/2024 - Present
Legacy Wealth Management, LLC (Newport Beach CA)
Active
Inactive
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