Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xinyi? Claim Your ProfileXinyi Huang is a financial advisor with Rockefeller Financial LLC, a firm with over $50 billion in assets under management. Xinyi has been in the financial services industry since 2021. Xinyi is registered to offer investment advice in 25 states, including California, Texas, and New York. Xinyi holds the Series 66, Series 7TO, and SIE exams. Xinyi specializes in providing financial planning, pension consulting, and portfolio management for businesses and individuals. Xinyi has prior experience with J.P. Morgan Securities LLC, First Republic Securities Company, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
03/22/2024 - Present
Rockefeller Financial LLC (San Francisco CA)
CA
09/29/2023 - 03/23/2024
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
CA
08/26/2022 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)
CA
10/07/2021 - 08/11/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
BOTH
Issued 11/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Xinyi Huang is the right advisor for you? Invested Better is here to help.
