Stephanie Wenqi Zheng

Current Employers

Employment History

• 03/2021 → Present
  Transamerica Financial Advisors, Inc
  Bellevue, WA
• 05/2019 → Present
  World Financial Group, Inc.
  Bellevue, WA
• 07/2013 → 10/2018
  Ichs
  Seattle, WA
• 11/2018 → 01/2022
  Blue Gem
  Bellevue, WA
• 11/2021 → Present
  Bridlewood Insurance Services, Inc
  San Diego, CA
• 01/2022 → 01/2022
  Jackson Hewitt
  Kent, WA
• 04/2022 → Present
  Hanlin Moss Yi
  Seattle, WA
• 09/2024 → Present
  American Senior Resources
  Seattle, WA

Other Businesses

Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Hanlin Moss Yi / 0422-Present / Investment Related: No / 9709 3rd Ave NE Suite 506, Seattle, WA 98115 / Assistant / CPA Firm, tax preparation / Hrs. Work Monthly: 72 / Sec Trading Hrs: 5 / Prepare paperwork for tax preparation, Office BRIDLEWOOD INSURANCE SERVICES, LLC / INVESTMENT RELATED: NO / 13520 EVENING CREEK DRIVE N. STE 100, SAN DIEGO, CA 92128 / INDEPENDENT AGENT: MEDICARE INSURANCE AGENT / HOURS PER MONTH: 80 / HOURS DURING SECURITIES TRADING HOURS: 2 / APPROVED WITH RESTRICTIONS AMERICAN SENIOR RESOURCES POSITION: insurance agent NATURE: Health insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2024 ADDRESS: 9725 3rd Ave NE #110, Seattle WA 98115, United States DESCRIPTION: Help individuals and families find and purchase health insurance coverage.

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-06-12
• S65 Uniform Investment Adviser Law Examination
  2021-02-19

Other Names

• Wenqi Zheng