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Peng Xu

Bentallgreenoak Real Estate US LLC

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About Peng Xu

Peng Xu is a financial advisor registered in the state of New York and currently associated with Bentallgreenoak Real Estate US LLC. Peng Xu has passed the Series 7TO, Series 63, and SIE exams and has been a registered financial advisor for over 1 year.

Firm Information

Peng Xu is currently registered with Bentallgreenoak Real Estate US LLC. Bentallgreenoak Real Estate US LLC is a Limited Liability Company formed in 2011. It is registered in all 50 states and the District of Columbia. The firm also has a single approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Peng Xu’s Registration & Firm History

NY

08/10/2022 - Present

Bentallgreenoak Real Estate US LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/22/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/09/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/25/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peng Xu.
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