Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xiaodong? Claim Your ProfileXiaodong Wu is a financial advisor at Transamerica Financial Advisors, Inc. in Waltham, MA. Wu has been in the financial services industry since 2015 and holds both Series 6 and Series 63 licenses, as well as the Series 65 and SIE exams. In addition to working with Transamerica, Wu is also an independent contractor for several other companies including Nationwide, Principal Life Insurance Company and HSA Insurance. Wu’s advisory services are available to a wide range of individuals and entities, including high-net-worth individuals, corporations, charitable organizations and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
01/03/2022 - Present
Transamerica Financial Advisors, Inc. (Waltham MA)
IA
Issued 12/06/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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