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Yanzhang Jan Liu

Transamerica Financial Advisors, Inc.

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About Yanzhang Jan Liu

Yanzhang Jan Liu is an investment advisor representative who has been in the industry since October 8, 2006. Yanzhang Jan Liu is currently registered with Transamerica Financial Advisors, Inc. Yanzhang Jan Liu is also licensed to sell securities in California. Previously, Yanzhang Jan Liu was registered with MetLife Securities Inc., Metropolitan Life Insurance Company, World Group Securities, Inc., and WMA Securities, Inc. Yanzhang Jan Liu specializes in the sale of investment products and services, including variable annuities.

Firm Information

Yanzhang Liu is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Yanzhang Liu’s Registration & Firm History

CA

11/30/2018 - Present

Transamerica Financial Advisors, Inc. (ALVISO CA)

CA

04/11/2006 - 12/12/2008

METLIFE SECURITIES INC. (FOSTER CITY CA)

CA

04/11/2006 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (FOSTER CITY CA)

GA

04/12/2002 - 04/20/2004

WORLD GROUP SECURITIES, INC. (DULUTH GA)

GA

06/05/1995 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

MA

11/02/1994 - 07/14/1995

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

11/02/1994 - 07/14/1995

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/31/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/23/1996

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/30/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Yanzhang Jan Liu. Review regulatory record here.
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