Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xiaofan? Claim Your ProfileXiaofan Doolittle is a financial advisor registered with Fidelity Personal and Workplace Advisors. Xiaofan has been in the industry since November 12, 2019. Before joining Fidelity, Xiaofan worked at J.P. Morgan Securities LLC. Xiaofan is licensed to provide financial advice in California and Texas. Xiaofan is currently registered as a Registered Representative (Series 63, 66, 7TO, SIE) in the state of California. Xiaofan is a Registered Investment Advisor in the state of Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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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2
CA
03/04/2024 - Present
Fidelity Personal AND Workplace Advisors (SAN FRANCISCO CA)
CA
09/30/2019 - 05/24/2022
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
BOTH
Issued 08/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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