Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meiting? Claim Your ProfileMeiting Xie is a registered representative at Merrill Lynch, Pierce, Fenner & Smith Inc., and has been working in the financial services industry since April 2019. Meiting has Series 7, 66, and SIE licenses, and is registered to provide investment advice in multiple states. She is also registered as an Investment Advisor Representative in both California and Texas. Meiting specializes in providing investment advice and portfolio management to individuals, corporations, and charitable organizations. She holds a Bachelor of Arts degree from the University of San Francisco. In addition to her work at Merrill Lynch, Meiting also provides In-Home Supportive Services (IHSS) to her elderly father-in-law.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
01/31/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN FRANCISCO CA)
BOTH
Issued 12/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Meiting Xie is the right advisor for you? Invested Better is here to help.
