Deanna T. Zhang
Professional summary
Deanna Tingan Zhang, who also goes by Deanna Zhang, is a registered financial professional currently at FINALIS SECURITIES LLC located in New York, New York.
Deanna is registered as a RR (Registered Representative) and started their career in finance in 2015. Deanna has worked at 4 firms and has passed the Series 63, Series 7TO, Series 79TO, Series 86, Series 87, SIE, Series 7 and Series 79 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Deanna Tingan Zhang's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 11, 2025 - Present
FINALIS SECURITIES LLC
Office #1: 228 Park Ave South Suite 85550, New York, NY 10003January 4, 2021 - January 7, 2022
PERELLA WEINBERG PARTNERS LP
October 1, 2018 - January 4, 2021
TUDOR PICKERING HOLT & CO ADVISORS LP
August 7, 2015 - June 5, 2017
TUDOR PICKERING HOLT & CO ADVISORS LP
August 7, 2015 - January 7, 2022
TUDOR, PICKERING, HOLT & CO. SECURITIES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/24/2025)
Exams
Series 7TO
Date: 3/25/2024
General Securities Representative ExaminationSeries 79TO
Date: 3/25/2024
Investment Banking Registered Representative ExaminationFINRA
Current Firm
FINALIS SECURITIES LLC
CRD#: 305908 / SEC#: , 8-70425
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FINALIS, INC. | HOLDING COMPANY | |
| AZARY, DENNIS MICHAEL | CEO/CCO/FINOP | 2384263 |
Red Flags
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