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Zheng Peter Yu

Transamerica Financial Advisors, Inc.

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About Zheng Peter Yu

Zheng Yu is an investment advisor representative licensed in Oregon, Washington, Texas, Florida and California. Zheng Yu has been in the financial services industry since February 2022. Zheng Yu is affiliated with Transamerica Financial Advisors, Inc. The firm has its main office in St Petersburg, Florida. Zheng Yu's specializations include investment planning and retirement planning.

Firm Information

Zheng Yu 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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Zheng Yu’s Registration & Firm History

OR

02/24/2022 - Present

Transamerica Financial Advisors, Inc. (BEAVERTON OR)

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Licenses & Designations

BC

Issued 06/12/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/24/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/05/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 9 public disclosures for Zheng Peter Yu. Review regulatory record here.
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