Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xan? Claim Your ProfileXan Logan Planck is a financial advisor who has been in the industry since December 31, 2021. Xan is currently registered with Fidelity Brokerage Services LLC and holds licenses in all 50 states, as well as Puerto Rico and the Virgin Islands. Xan has passed the Series 63, Series 7, Series 9, Series 10, and Series 99 exams.
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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KY
01/01/2022 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
BC
Issued 01/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/27/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/07/2023
Series 99TO - Operations Professional Examination
BC
Issued 12/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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