Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xiang? Claim Your ProfileXiang Fan is a securities professional with over 16 years of experience in the financial services industry. Xiang is currently registered with UBS Asset Management (us) Inc. and is licensed in Connecticut and New York. Prior to joining UBS Asset Management (us) Inc., Xiang worked at Credit Suisse Securities (USA) LLC and Morgan Stanley & Co., Incorporated. Xiang holds Series 7, Series 63, and Series 7TO licenses. Xiang is dedicated to providing clients with comprehensive financial planning and investment advice.
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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2
NY
05/01/2024 - Present
UBS Asset Management (us) Inc. (New York NY)
NY
01/22/2020 - 05/01/2024
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
06/14/2007 - 03/03/2008
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BC
Issued 01/31/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/22/2020
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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