Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xun? Claim Your ProfileXun Zhang is a financial professional with over 6 years of experience in the industry. Xun Zhang is currently registered with Globalink Securities, Inc. and holds Series 6, Series 63, and SIE licenses. Xun Zhang has been a registered representative in North Carolina, California, Arizona, Georgia, Massachusetts, Pennsylvania, South Carolina, Florida, Virginia, New York and Texas. Xun Zhang was previously registered with TRANSAMERICA FINANCIAL ADVISORS, INC in North Carolina.
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.
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.
1
2
CA
09/09/2020 - Present
Globalink Securities, Inc. (Monrovia CA)
NC
09/12/2014 - 07/10/2020
TRANSAMERICA FINANCIAL ADVISORS, INC (MORRISVILLE NC)
BC
Issued 09/19/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Xun Zhang is the right advisor for you? Invested Better is here to help.
