Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheng? Claim Your ProfileSheng Zheng is a financial professional with over 17 years of experience in the financial services industry. Sheng is currently registered with Tiaa-Cref Individual & Institutional Services, LLC and has a Series 7 and Series 63 license. Sheng's expertise includes financial planning and portfolio management for individuals. Sheng has a special focus on portfolio management for individuals and the selection of other advisers. Sheng is also registered to provide investment advisory services in Texas.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
02/23/2008 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
06/01/2006 - 02/04/2008
TD AMERITRADE, INC. (FORT WORTH TX)
BC
Issued 06/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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