Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xiaoxiao? Claim Your ProfileXiaoxiao Bi is a financial advisor at Gerber Kawasaki Wealth & Investment Management. Xiaoxiao is a Registered Representative and Investment Advisor Representative. Xiaoxiao has been in the industry since 2013 and holds the Series 66, Series 7, and SIE licenses. Xiaoxiao previously worked at LPL Financial LLC and National Planning Corporation. Xiaoxiao specializes in financial planning, pension consulting, and portfolio management. Xiaoxiao also provides tax preparation and accounting services through Wheeler and Bi LLP. Xiaoxiao is committed to providing clients with personalized financial advice and guidance. Xiaoxiao is a Registered Representative and Investment Advisor Representative of Gerber Kawasaki Wealth & Investment Management.
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.
Strategic management for diversified investment portfolios.
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.
Third-party advisory fees
1
2
CA
07/31/2019 - Present
Gerber Kawasaki Wealth & Investment Management (SANTA MONICA CA)
CA
11/29/2017 - 06/14/2019
LPL FINANCIAL LLC (SHERMAN OAKS CA)
CA
07/23/2013 - 11/29/2017
NATIONAL PLANNING CORPORATION (SHERMAN OAKS CA)
BOTH
Issued 11/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Xiaoxiao Bi is the right advisor for you? Invested Better is here to help.
