Invested Better
Unclaimed

Unclaimed

Unclaimed

Xin Zhao

Citadel Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Xin? Claim Your Profile

About Xin Zhao

Xin Zhao is a securities professional with over 10 years of experience in the financial industry. Xin has been registered with Citadel Securities LLC since March 2017 and previously worked for Citadel Securities LLC from September 2012 to February 2016 in Chicago, Illinois. Xin holds the Series 7, Series 55, SIE, and Series 57TO securities licenses. Xin is currently located at the Miami, Florida branch office of Citadel Securities LLC.

Firm Information

Xin Zhao is currently registered with Citadel Securities LLC. Citadel Securities LLC is a Limited Liability Company formed on July 30, 2001. The firm is registered in 16 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

51

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Xin Zhao’s Registration & Firm History

FL

03/03/2017 - Present

Citadel Securities LLC (Miami FL)

IL

09/20/2012 - 02/10/2016

CITADEL SECURITIES LLC (CHICAGO IL)

Not sure if Xin Zhao is right for you?

Licenses & Designations

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/2013

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 09/20/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Xin Zhao.
Not sure if Xin Zhao is right for you?