Zifang Mei

TOUCHSTONE SECURITIES

CINCINNATI, OH 45202

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CRD#: 5300115

Professional summary

Zifang Mei, who also goes by Zi Mei, is a registered financial professional currently at TOUCHSTONE SECURITIES, INC. located in Cincinnati, Ohio.

Zifang is registered as a RR (Registered Representative) and started their career in finance in 2007. Zifang has worked at 7 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Zi Mei

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Zifang Mei's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 28, 2022 - Present

TOUCHSTONE SECURITIES, INC.

Office #1: 303 Broadway Suite 1100, Cincinnati, OH 45202

CRD#: 1526

CINCINNATI, OH

Past

January 17, 2020 - March 10, 2022

SAYBRUS EQUITY SERVICES, LLC

CRD#: 153319

HARTFORD, CT

Past

October 9, 2019 - January 9, 2020

GLOBALINK SECURITIES, INC.

CRD#: 29721

PASADENA, CA

Past

May 17, 2017 - March 7, 2018

PORTSMOUTH FINANCIAL SERVICES

CRD#: 13980

SAN FRANCISCO, CA

Past

April 13, 2012 - June 23, 2015

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

CRD#: 5496

WELLESLEY HILLS, MA

Past

September 12, 2007 - January 12, 2011

NEW ENGLAND SECURITIES

CRD#: 615

WELLESLEY, MA

Past

March 14, 2007 - September 5, 2007

PRUCO SECURITIES, LLC.

CRD#: 5685

WAKEFIELD, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(3/28/2022)

Hawaii
(4/22/2022)

Nevada
(5/27/2025)

Ohio
(3/28/2022)

Exams

State Security Law Exam

Series 63

Date: 3/23/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/7/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/13/2007

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

TOUCHSTONE SECURITIES, INC.

CONTINENTAL MANAGEMENT, INC. | TOUCHSTONE SECURITIES, INC.

CRD#: 1526 / SEC#: , 8-14052

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

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Contact information

Main Address

303 Broadway Suite 1100, Cincinnati, OH 45202

Mailing Address

303 Broadway Suite 1100, Cincinnati, OH 45202

Phone number

(513) 362-8000

Established

Nebraska since 02/27/1968

Firm type

Corporation

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
IFS FINANCIAL SERVICES, INC.	SHAREHOLDER
AARTS, ERIK	VP, SENIOR FIXED INCOME STRATEGIST	2556961
ALGE, BENJAMIN J	PRESIDENT	6225581
BRAY, TIMOTHY ALLEN	DIVISIONAL VICE PRESIDENT	1858477
CONNELLY, LINDSAY MICHELLE	AVP & ASSISTANT TREASURER	7212999
COSTANZA, TIMOTHY JOHN	VP MANAGING DIRECTOR INSTITUTIONAL DEVELOPMENT	4471461
HERRON, SARAH SPARKS	SECRETARY	6905684
JOHNSON, JAY VINCENT	VP, CORPORATE FINANCE AND TREASURER	6607547
JONES, MICHAEL STEPHEN	ASSISTANT VICE PRESIDENT	5537600
KOERNER, RICHARD MICHAEL	VP, SENIOR ETF SALES SPECIALIST	2249223
MCGRUDER, JILL TRIPP	DIRECTOR	1221720
MOCK, MARY TAYLOR	SVP & HEAD OF DISTRIBUTION	5276399
MORSE, JULIE LYNN	SVP, MARKETING	6743435
MUSGROVE, JOHN S	AVP - ASSISTANT TREASURER	6607165
NIEMEYER, JONATHAN DAVID	DIRECTOR	5863603
SCOTT, SHAWN MICHAEL	CHIEF COMPLIANCE OFFICER	4673623
STEARNS, TIMOTHY STEVEN	VP, COMPLIANCE	1327230
WIEDENHEFT, TERRIE ANN	CHIEF FINANCIAL OFFICER / PRINCIPAL FINANCIAL OFFICER	2619213
WITTMAN, SCOTT	VICE PRESIDENT, TAX	7679752
WUEBBLING, DONALD JOSEPH	DIRECTOR	473438

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Zifang Mei

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Zifang Mei's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAYBRUS EQUITY SERVICES, LLC

GLOBALINK SECURITIES, INC.

PORTSMOUTH FINANCIAL SERVICES

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

NEW ENGLAND SECURITIES

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/23/2007

SIE

Date: 3/7/2018

Series 6

Date: 3/13/2007

FINRA

Current Firm

TOUCHSTONE SECURITIES, INC.

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

TOUCHSTONE SECURITIES, INC.

TRUST BUT VERIFY

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