Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xerxes? Claim Your ProfileXerxes Lawingco Nabong is an Investment Advisor Representative with over 18 years of experience in the financial services industry. Xerxes Nabong has been registered with United Planners' Financial Services of America A Limited Partner since January 2016. Before joining United Planners', Xerxes Nabong worked with SAGEPOINT FINANCIAL, INC. from June 2011 to December 2015 and 1ST GLOBAL CAPITAL CORP. from March 2010 to June 2011. In addition to his work as an investment advisor, Xerxes Nabong is also a licensed life, health, disability, and LTC insurance agent. Xerxes Nabong holds Series 7 and Series 66 securities licenses and has a SIE exam. Xerxes Nabong specializes in providing financial advice to individuals, families, businesses, and charitable organizations. Xerxes Nabong provides a range of financial services, including financial planning, portfolio management, and insurance planning.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
01/05/2016 - Present
United Planners' Financial Services OF America A Limited Partner (VIRGINIA BEACH VA)
VA
06/10/2011 - 12/31/2015
SAGEPOINT FINANCIAL, INC. (VIRGINIA BEACH VA)
VA
03/26/2010 - 06/16/2011
1ST GLOBAL CAPITAL CORP. (VIRGINIA BEACH VA)
VA
05/16/2005 - 04/07/2010
AMERIPRISE FINANCIAL SERVICES, INC. (VIRGINIA BEACH VA)
MN
05/16/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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