Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xiaoxi? Claim Your ProfileXiaoxi Chen is an Investment Advisor Representative associated with Transglobal Advisory, LLC. Xiaoxi has been in the industry since 2013. They have a Series 65 license and is registered with the state of Illinois. Xiaoxi is specialized in providing financial planning, pension consulting and portfolio management services. Their firm is based in Monrovia, California and Naperville, Illinois.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Cash management and estate planning
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
03/29/2023 - Present
Transglobal Advisory, LLC (Naperville IL)
IA
Issued 03/10/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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