Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xinang? Claim Your ProfileXinang Chen is a financial advisor with Osaic Wealth, Inc. Xinang has been in the industry since October 25, 2006. Xinang specializes in a wide range of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management. Xinang is registered with both FINRA and the state of Kansas. Xinang is a licensed representative of Osaic Wealth, Inc. and is located in Overland Park, KS.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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2
KS
08/23/2024 - Present
Osaic Wealth, Inc. (Overland Park KS)
KS
02/22/2022 - 08/23/2024
TRIAD ADVISORS LLC (Overland Park KS)
NY
04/23/2018 - 12/08/2021
MUTUAL OF AMERICA SECURITIES LLC (Garden City NY)
NY
04/23/2018 - 11/20/2020
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (Garden City NY)
NY
11/07/2014 - 08/22/2016
T3 TRADING GROUP, LLC (NEW YORK NY)
NY
10/13/2014 - 11/07/2014
WTS PROPRIETARY TRADING GROUP LLC (NEW YORK NY)
NY
09/10/2012 - 04/26/2013
T3 TRADING GROUP, LLC (NEW YORK NY)
NY
01/25/2012 - 07/05/2012
WTS PROPRIETARY TRADING GROUP LLC (NEW YORK NY)
NY
03/22/2011 - 01/10/2012
DIMENSION TRADING GROUP, LLC (NEW YORK NY)
NY
08/08/2006 - 07/31/2008
DIMENSION BROKERAGE, LLC (NEW YORK NY)
NY
11/23/2004 - 07/28/2006
ASSENT LLC (NEW YORK NY)
IL
04/21/2003 - 10/21/2004
ASSENT LLC (BOLINGBROOK IL)
NY
08/16/2002 - 05/01/2003
SCHONFELD SECURITIES, LLC (JERICHO NY)
NY
02/01/2001 - 09/10/2002
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
NY
07/07/2000 - 03/07/2001
WORLDCO, L.L.C. (NEW YORK NY)
BC
Issued 04/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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