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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xiuying? Claim Your ProfileXiuying Jin is a registered representative and investment advisor representative with Morgan Stanley, operating out of the Menlo Park, CA branch office. Xiuying Jin has been in the securities industry for over six years, having joined Morgan Stanley in June 2018. Prior to that, Xiuying Jin held positions with Menlo College, Exponent Inc, and Morgan Stanley Smith Barney LLC. Xiuying Jin specializes in providing financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. Xiuying Jin has passed the Series 66, Series 7, and SIE exams. Xiuying Jin is registered with the state of California and Texas as a registered representative and investment advisor representative. Xiuying Jin is also registered with the state of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, and Wisconsin. Xiuying Jin is active in the community, serving on the board of directors for the non-profit organization, The Joy Culture. Xiuying Jin is a licensed agent and holds a Series 66 and Series 7 license. Xiuying Jin is affiliated with Morgan Stanley, which is a large firm with over 10 billion to 50 billion in assets under management. Morgan Stanley offers financial planning, pension consulting, and portfolio management services to individual and institutional clients.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
03/10/2020 - Present
Morgan Stanley (Menlo Park CA)
BOTH
Issued 08/06/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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