Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xin? Claim Your ProfileXin Wang is a financial professional with over 20 years of experience in the industry. Xin is currently a Registered Representative with Eagle Strategies LLC, a firm that offers a wide range of financial services including financial planning, portfolio management, and educational seminars. Xin holds a Series 6, Series 7, and Series 63 licenses and is also a Certified Financial Planner. Previously, Xin has worked at WORLD GROUP SECURITIES, INC. and NYLIFE SECURITIES INC. Xin also has other business activities including a rental property and a family brokerage account. Xin is registered with the following states: Alabama, Arizona, Arkansas, California, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Kansas, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Virginia, Washington, and West Virginia.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
TX
10/29/2008 - Present
Eagle Strategies LLC (Houston TX)
GA
02/19/2004 - 05/24/2004
WORLD GROUP SECURITIES, INC. (DULUTH GA)
BC
Issued 3/1/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/1/2013
Series 7 - General Securities Representative Examination
BC
Issued 2/18/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Xin Wang is the right advisor for you? Invested Better is here to help.
