Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xin? Claim Your ProfileXin Guo is a registered investment advisor representative with Transglobal Advisory, LLC. Xin has been in the industry since 2017 and is licensed in California, Massachusetts, Nevada, and Washington. Xin specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Xin is also experienced in cash management and estate planning.
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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2
CA
03/12/2020 - Present
Transglobal Advisory, LLC (MONROVIA CA)
BOTH
Issued 05/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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