Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kexiang? Claim Your ProfileKexiang Qian is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Kexiang has been in the industry since 2017 and has worked with a variety of firms, including Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kexiang holds a Series 66 and Series 7 license. Kexiang has a specialization in financial planning and portfolio management. Kexiang Qian is based in San Francisco, CA.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
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2
CA
01/08/2025 - Present
Fidelity Personal AND Workplace Advisors (SAN FRANCISCO CA)
CA
06/11/2024 - 08/07/2024
WELLS FARGO CLEARING SERVICES, LLC (SAN FRANCISCO CA)
CA
09/24/2018 - 06/12/2024
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
CA
11/23/2016 - 08/10/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN MATEO CA)
BOTH
Issued 12/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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