Unclaimed
Xingli Chen Needle is a financial professional with experience in the industry since November 30, 2015. Xingli is currently registered with Vanguard Marketing Corp. in Scottsdale, Arizona. Xingli has passed several industry exams including the Series 6, Series 7TO, and SIE exams. Xingli is also licensed in Arizona and is actively registered in the state as a broker.
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.
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.
1
2
AZ
04/12/2016 - Present
Vanguard Marketing Corp. (SCOTTSDALE AZ)
AZ
10/08/2015 - 02/17/2016
FORESTERS FINANCIAL SERVICES, INC. (PHOENIX AZ)
BC
Issued 10/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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