Unclaimed
Zheng Zachary Zhang is a financial advisor with Performance Trust Capital Partners, LLC. He is registered with FINRA and has licenses to operate in Illinois and Connecticut. Zheng has over 14 years of experience in the financial services industry. Zheng began his career in 2005 at RBS Securities Inc. in Greenwich, Connecticut and held subsequent roles at RBS Securities Inc. in Stamford, Connecticut and BNP Paribas Securities Corp. in New York City before joining Performance Trust Capital Partners, LLC in 2016. He holds FINRA Series 7, Series 63 and SIE licenses.
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
IL
05/16/2016 - Present
Performance Trust Capital Partners, LLC (CHICAGO IL)
NY
03/11/2015 - 03/21/2016
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
CT
11/01/2013 - 01/26/2015
RBS SECURITIES INC. (STAMFORD CT)
CT
02/04/2005 - 11/10/2009
RBS SECURITIES INC. (GREENWICH CT)
BC
Issued 03/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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