Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Zheng is a financial advisor with Transamerica Financial Advisors, Inc. based in Bellevue, WA. Stephanie is registered as a Registered Representative (RR) and Investment Advisor Representative (IAR) in Texas and Washington. Stephanie holds Series 63, 65, 6TO and SIE licenses. Stephanie has worked in the financial services industry since 2013 and has experience in working with individual investors and families, high-net-worth individuals, charitable organizations, corporations and pension and profit-sharing plans.
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.
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.
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WA
03/19/2021 - Present
Transamerica Financial Advisors, Inc. (BELLEVUE WA)
BC
Issued 06/12/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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