Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xiaoyu? Claim Your ProfileXiaoyu Jiang is a financial advisor with Wells Fargo Clearing Services, LLC. Xiaoyu is a registered representative with FINRA and is licensed in 13 states, including California, Texas, and Florida. Xiaoyu has been in the securities industry since August 2020. Before joining Wells Fargo Clearing Services, LLC Xiaoyu worked as a financial advisor for Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Xiaoyu specializes in providing financial advice to individuals, businesses, and institutions. Xiaoyu's services include investment management, financial planning, and retirement planning. Xiaoyu is committed to providing clients with personalized financial advice that helps them achieve their financial 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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
03/19/2024 - Present
Wells Fargo Clearing Services, LLC (PALO ALTO CA)
CA
06/15/2022 - 04/23/2024
CITIGROUP GLOBAL MARKETS INC. (Dublin CA)
CA
08/21/2020 - 06/15/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
BOTH
Issued 09/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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