Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Xiang is a registered representative with Citigroup Global Markets Inc., based in Irvine, California. Julie has been in the financial services industry since 2009 and has experience with CETERA Investment Services LLC, LPL Financial LLC and UnionBanc Investment Services, LLC. Julie holds FINRA Series 7 and Series 66 licenses and is registered with the states of Arizona, California, Florida, Massachusetts, New Jersey, Oregon and Virginia. Julie also has an active investment advisor representative license. Julie offers financial planning, portfolio management for individuals and businesses, asset allocation advice and publication of periodicals. Julie is also a Board of Director for Wedgeworth Heights LLC, a real estate investment and management company.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
12/02/2022 - Present
Citigroup Global Markets Inc. (IRVINE CA)
CA
09/25/2017 - 11/30/2022
CETERA INVESTMENT SERVICES LLC (ORANGE CA)
CA
02/28/2017 - 09/25/2017
LPL FINANCIAL LLC (EL MONTE CA)
CA
03/18/2010 - 03/10/2017
UNIONBANC INVESTMENT SERVICES, LLC (MONTEBELLO CA)
CA
11/27/2008 - 11/10/2009
WELLS FARGO INVESTMENTS, LLC (SAN GABRIEL CA)
BOTH
Issued 12/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Julie Xiang is the right advisor for you? Invested Better is here to help.
