Chengjing Zhang
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Chengjing Zhang, who also goes by Crystal Zhang, Chengjing Crystal Zhang, Chengjing Zhang, was a registered financial professional .
Chengjing is a previously registered financial professional and started their career in finance in 2015. Chengjing had worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 12, 2026 - April 7, 2026
FINALIS SECURITIES LLC
January 8, 2026 - April 7, 2026
MANHATTAN WEST ASSET MANAGEMENT, LLC
December 14, 2022 - January 5, 2026
J.P. MORGAN SECURITIES LLC
December 14, 2022 - January 5, 2026
J.P. MORGAN SECURITIES LLC
February 28, 2020 - December 21, 2022
CITIGROUP GLOBAL MARKETS INC.
February 28, 2020 - December 21, 2022
CITIGROUP GLOBAL MARKETS INC.
April 12, 2017 - February 21, 2020
MORGAN STANLEY
February 15, 2017 - February 21, 2020
MORGAN STANLEY
November 2, 2015 - February 15, 2017
MML INVESTORS SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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Exams
Current Firm
FINALIS SECURITIES LLC
CRD#: 305908 / SEC#: , 8-70425
Contact information
FINRA licenses (53 States and Territories)
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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