Unclaimed
Xiaohui Li is an investment advisor representative currently registered with Ernst & Young Investment Advisers LLP in Portland, Oregon. Xiaohui Li is also known as Michelle Li. Xiaohui Li has been working in the investment industry since August 2014. Xiaohui Li has passed the Uniform Investment Adviser Law Examination (Series 65). Xiaohui Li is currently a registered investment advisor representative in Oregon. Xiaohui Li specializes in providing financial planning, educational seminars, and publication of periodicals.
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.
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.
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OR
01/06/2024 - Present
Ernst & Young Investment Advisers LLP (Portland OR)
IA
Issued 08/31/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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