Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xi? Claim Your ProfileXi Zhang is a registered representative with Aligne Wealth Advisors Investment Management (awaim), located in Los Angeles, California. Xi has been in the financial services industry since 2022. Xi specializes in financial planning, pension consulting, and portfolio management for individuals. Xi is also a registered investment advisor representative in California.
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.
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.
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CA
07/06/2023 - Present
Aligne Wealth Advisors Investment Management (awaim) (LOS ANGELES CA)
BOTH
Issued 05/23/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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