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Ming Zeng

Transamerica Financial Advisors, LLC

Morrisville, NC

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Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-09-19
NJ RA APPROVED 2017-03-29
NC RA APPROVED 2015-01-14
  • TX RA
    APPROVED_RES
    Since 2022-09-19
  • NJ RA
    APPROVED
    Since 2017-03-29
  • NC RA
    APPROVED
    Since 2015-01-14

Branch Locations

630 Davis Drive Suite 128, Morrisville, NC 27560 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
World Financial Group, Inc. Morrisville NC 03/2011 Present
Transamerica Financial Advisors, Inc Morrisville NC 01/2012 Present
Sweetdeal4You Chapel Hill NC 12/2012 07/2020
  • 03/2011 → Present
    World Financial Group, Inc.
    Morrisville, NC
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Morrisville, NC
  • 12/2012 → 07/2020
    Sweetdeal4You
    Chapel Hill, NC
Other Businesses

Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-03
S63 Uniform Securities Agent State Law Examination 2012-03-12
  • S65 Uniform Investment Adviser Law Examination
    2014-10-03
  • S63 Uniform Securities Agent State Law Examination
    2012-03-12

View on SEC IAPD

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Other Offices

OSAIC WEALTH, INC. · MORRISVILLE, NC
EDWARD JONES · MORRISVILLE, NC
TRUIST ADVISORY SERVICES, INC. · DURHAM, NC
CREDIT UNION INVESTMENT SERVICES · Durham, NC
WOLFBRIDGE WEALTH · DURHAM, NC
BASED CAPITAL WEALTH LLC · DURHAM, NC
LPL FINANCIAL LLC · DURHAM, NC
KESTRA ADVISORY SERVICES, LLC · Durham, NC

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