Invested Better
Unclaimed

Unclaimed

Unclaimed

Xiuyuan Zheng

Summit Securities Group LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Xiuyuan? Claim Your Profile

About Xiuyuan Zheng

Xiuyuan Zheng is a registered representative with Summit Securities Group LLC, where Xiuyuan holds a Series 24, Series 57TO, and SIE licenses. Xiuyuan's licenses were originally issued on October 28, 2019. Xiuyuan is located in New York, New York and has been active in the industry for 4 years.

Firm Information

Xiuyuan Zheng is currently registered with Summit Securities Group LLC. Summit Securities Group LLC is a Limited Liability Company formed on September 2, 2011. The firm has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

40

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Xiuyuan Zheng’s Registration & Firm History

NY

10/28/2019 - Present

Summit Securities Group LLC (NEW YORK NY)

Not sure if Xiuyuan Zheng is right for you?

Licenses & Designations

BC

Issued 01/30/2021

Series 24 - General Securities Principal Examination

BC

Issued 10/28/2019

Series 57TO - Securities Trader Exam

BC

Issued 06/21/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Xiuyuan Zheng.
Not sure if Xiuyuan Zheng is right for you?