Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wei? Claim Your ProfileWei Xia is an Investment Advisor Representative registered with TD Private Client Wealth LLC and has been in the industry since 2017. Wei has a Series 65 license and is registered in Connecticut, New Jersey, and New York. Wei is a member of TD Private Client Wealth LLC, which has offices in Forest Hills, NY and Melville, NY. Wei specializes in working with high-net-worth individuals, corporations, and other businesses, charitable organizations, insurance companies, pension and profit-sharing plans, and state or municipal government entities.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
05/05/2022 - Present
TD Private Client Wealth LLC (Forest Hills NY)
IA
Issued 05/05/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Wei Xia is the right advisor for you? Invested Better is here to help.
