Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tao? Claim Your ProfileTao Xie is a financial professional registered with Avantax Investment Services, Inc. Tao is located in Patterson, NY and has been in the industry since September 25, 2020. Tao holds the Series 63, Series 6TO, and SIE securities licenses. Tao is registered to offer securities in Connecticut and New York.
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.
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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NY
09/26/2020 - Present
Avantax Investment Services, Inc. (Patterson NY)
BC
Issued 12/27/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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