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Ying Zhu

Transamerica Financial Advisors, Inc.

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About Ying Zhu

Ying Zhu is an investment advisor representative at Transamerica Financial Advisors, Inc. Ying has over 17 years of experience in the financial services industry and is licensed to offer investment advice in California and Texas. Ying has a Series 6 license, Series 63 license, and a Series 65 license. Ying is currently registered as an Investment Advisor Representative with Transamerica Financial Advisors, Inc. Ying is committed to providing personalized financial advice to help clients reach their financial goals. Ying specializes in financial planning, retirement planning, and investment management.

Firm Information

Ying Zhu 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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Ying Zhu’s Registration & Firm History

CA

02/22/2016 - Present

Transamerica Financial Advisors, Inc. (SAN DIEGO CA)

GA

04/25/2005 - 01/06/2012

WORLD GROUP SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 05/24/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/05/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/23/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Ying Zhu. Review regulatory record here.
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