Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xingzi? Claim Your ProfileXingzi Fang is a financial professional with over 10 years of experience in the industry. Xingzi is currently registered with Cambridge Investment Research Advisors, Inc. and is a Certified Financial Planner and a Personal Financial Specialist. Xingzi specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and retirement plans. Xingzi is dedicated to helping clients reach their financial goals and offers a variety of services including portfolio management, financial planning, and retirement planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NC
08/15/2023 - Present
Cambridge Investment Research Advisors, Inc. (Statesville NC)
NC
05/03/2021 - 08/24/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (Colfax NC)
NC
05/28/2019 - 10/10/2019
PRUCO SECURITIES, LLC. (CHARLOTTE NC)
BOTH
Issued 06/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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