Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xinxin? Claim Your ProfileXinxin Guan is a registered Investment Advisor Representative and a Broker-Dealer Agent with Citigroup Global Markets Inc. Xinxin has been in the financial industry since February 2016. She holds Series 6, 7, 63, and 65 licenses. Xinxin has experience working with high-net-worth individuals, corporations, and pension plans. Xinxin specializes in asset allocation advice, financial planning, and portfolio management. Prior to joining Citigroup, Xinxin worked at U.S. Bancorp Investments, Inc.
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.
Asset allocation advice
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
CA
05/02/2020 - Present
Citigroup Global Markets Inc. (Mountain View CA)
CA
02/05/2016 - 11/29/2016
U.S. BANCORP INVESTMENTS, INC. (SUNNYVALE CA)
IA
Issued 05/02/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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