Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xavier? Claim Your ProfileXavier Jose Urpi is a financial advisor with Emergent Financial Services, LLC in Charlottesville, Virginia. Xavier has been in the financial industry since 1992 and has experience in both investment advisory and brokerage services. Xavier is registered with the state of Virginia to provide investment advice and has earned the Series 65 and Series 7 licenses. Xavier has also been a President of Cypress Asset Management from September 1, 1995 to present.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
02/16/2018 - Present
Emergent Financial Services, LLC (CHARLOTTESVILLE VA)
NY
09/10/1992 - 09/22/1995
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 02/08/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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