Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xiaotian? Claim Your ProfileXiaotian Wang is a registered representative with Rockefeller Financial LLC, serving clients in Georgia and Texas. Xiaotian is a seasoned professional with a diverse background in financial services. Prior to joining Rockefeller Financial, Xiaotian held positions at Burgiss, Bank of Hangzhou, Colgate University, Wheaton College, and Zhejiang Fuyang High School. Xiaotian holds the Series 7, 66, and SIE licenses, and has been in the industry since 2013.
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.
Guidance on pension options to ensure a secure financial future.
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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GA
08/18/2021 - Present
Rockefeller Financial LLC (ATLANTA GA)
BOTH
Issued 08/06/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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