Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xinran? Claim Your ProfileXinran Zhao is a financial advisor with Fidelity Brokerage Services LLC. Xinran is registered with FINRA and has been in the industry since 2021. Xinran is licensed to provide financial advice in Florida, Massachusetts, Texas, and Utah. Xinran holds the Series 63, Series 7TO, Series 9, Series 10, and SIE licenses.
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.
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2
FL
08/05/2021 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
BC
Issued 08/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/28/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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