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: 450 Lexington Ave., New York, NY 10017January 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)
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.
