Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xingdi? Claim Your ProfileXingdi Zhou is a financial advisor registered with Oppenheimer & Co. Inc. based in Seattle, WA. Xingdi specializes in providing financial planning, portfolio management for individuals and businesses, as well as selection of other advisors. Xingdi has been in the industry since 2011 and holds a Series 66 license. Xingdi is also a Certified Financial Planner.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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WA
10/03/2024 - Present
Oppenheimer & Co. Inc. (SEATTLE WA)
Active
Inactive
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