Unclaimed
Qianning Xie is a registered representative at J.P. Morgan Securities LLC. Qianning specializes in securities and investment products, with expertise in areas such as investment company products, variable contracts, and the Securities Industry Essentials. Qianning is registered in California and has been in the industry for over 200 days. Qianning's office is located at 301 Clement Street in San Francisco, California.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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CA
09/30/2023 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
BC
Issued 10/16/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/11/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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