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Steffen B
Series 63, Series 65
Tampa, FL
Advisory Services Network
Steffen Beck is a financial advisor with Advisory Services Network in Tampa, FL, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has previously worked at Kopernik Global Investors, Foreside Fund Services, and Raymond James & Associates. Beck is also a manager of Frances LLC, an investment-related real estate business. Advisory Services Network provides comprehensive investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers, offering both discretionary and non-discretionary portfolio management and a range of client engagement options.
Miao Z
CFP®, CFA®, Series 65
Tampa, FL
Advisory Services Network
Miao Zhu is a financial advisor at Advisory Services Network with six years of industry experience. She holds the CFP®, CFA®, and Series 65 designations. Zhu is the owner and managing member of ZHU Tax Advisory LLC, a tax CPA practice providing tax return preparation and advice to individuals and small businesses. She previously worked at The Mosaic Company and Thomas S Beck CPA, PA. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services tailored to client objectives and risk tolerances.
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