Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zhaoqi? Claim Your ProfileZhaoqi Lu is a financial advisor at Transamerica Financial Advisors, Inc., a firm with over $1 billion in assets under management. Zhaoqi has been in the financial industry since 2010, and has worked at World Group Securities, Inc. and Transamerica Financial Advisors, Inc. Zhaoqi is registered to sell securities in seven states, including California, Georgia, Louisiana, Oklahoma, Oregon, Texas, and Washington. Zhaoqi has passed the Series 6 and Series 63 exams, as well as the Securities Industry Essentials Examination (SIE). Zhaoqi specializes in working with individual investors.
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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2
GA
01/06/2012 - Present
Transamerica Financial Advisors, Inc. (NORCROSS GA)
OR
04/19/2010 - 01/06/2012
WORLD GROUP SECURITIES, INC. (BEAVERTON OR)
BC
Issued 04/17/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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