Siyuan
Zhang
Transamerica Financial Advisors, Inc
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About this Advisor
Siyuan Zhang is a financial advisor based in Alviso, California, working with Transamerica Financial Advisors, Inc. Siyuan has previously held positions at Hitachi Vantara, Amazon Lab126, Transamerica Financial Advisors, Inc, Hitachi Vantara LLC, Cardinal Health, Brocade Communication Inc, Glimpse LLC Dba Skylight, Vista Wealth LLC, Reys Academy, and Family Rental Properties. Siyuan has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California. Currently, Siyuan is part of Transamerica Financial Advisors, Inc, which operates out of Alviso, California. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
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Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,619,430,178
1,127
45,001
$35,987
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Siyuan Zhang Work History
Transamerica Financial Advisors, Inc
Glimpse LLC Dba Skylight
Hitachi Vantara
Family Rental Properties
Vista Wealth LLC
Vista Wealth LLC
Reys Academy
Hitachi Vantara LLC
Cardinal Health
Brocade Communication Inc
Amazon Lab126
Disclosures
Please visit the SEC profile of Siyuan Zhang to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Transamerica Financial Advisors, Inc
Houston, TX
Houston, TX
Falls Church, VA
Portland, OR
Port Jefferson Station, NY
Cincinnati, OH
Englewood, CO
Ontario, CA
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