Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xu? Claim Your ProfileXu Wang is an experienced financial professional with over two decades in the industry. Xu is a registered representative with MML Investors Services, LLC and holds licenses in both Connecticut and New York. Xu is a Series 6, 63, and 65 license holder and specializes in individual and business portfolio management, financial planning, and pension consulting. Previously, Xu worked for MSI Financial Services, INC. and Metropolitan Life Insurance Company. Xu offers a range of services to clients including asset allocation programs, educational seminars, and selection of other advisors.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CT
03/25/2017 - Present
MML Investors Services, LLC (SHELTON CT)
CT
10/03/1997 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SHELTON CT)
CT
10/03/1997 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHELTON CT)
IA
Issued 11/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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