Unclaimed
Xiaoshi Jiang is a financial professional with over 5 years of experience in the financial services industry. Xiaoshi is currently registered with Neuberger Berman BD LLC, a leading investment firm, where she provides portfolio management services to clients. Her expertise spans a range of investment products, including separate accounts and pooled investment vehicles. Xiaoshi is committed to providing her clients with personalized financial advice and guidance, tailored to their individual needs and goals.
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.
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.
1
2
NY
04/10/2021 - Present
Neuberger Berman BD LLC (NEW YORK NY)
IA
Issued 04/25/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2017
Series 3 - National Commodity Futures Examination
BC
Issued 12/30/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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