Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xiaoni? Claim Your ProfileXiaoni Zhang is a registered representative with Bofa Securities, Inc. Xiaoni is a financial professional with experience in the securities industry, having begun their career in 2013. They have a strong background in investment banking and holds various licenses, including Series 63, Series 79, and Series 24. Prior to joining Bofa Securities, Inc., Xiaoni was employed by CREDIT SUISSE SECURITIES (USA) LLC.
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.
Research-related services
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.
Negotiated fees for research-related services
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2
NY
08/31/2022 - Present
Bofa Securities, Inc. (NEW YORK NY)
NY
08/12/2013 - 08/05/2022
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 04/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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