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Xudan Wang

Moomoo Financial Inc.

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About Xudan Wang

Xudan Wang is a registered representative with Moomoo Financial Inc. Xudan has been active in the financial industry since March 4, 2023. Xudan is registered in 53 states and the District of Columbia. Prior to joining Moomoo Financial Inc., Xudan was employed by CREDIT AGRICOLE SECURITIES (USA) INC. Xudan holds Series 63, Series 7TO, and SIE licenses.

Firm Information

Xudan Wang is currently registered with Moomoo Financial Inc.. Moomoo Financial Inc. is a Corporation that was formed on December 17, 2015. It is registered in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

33

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Xudan Wang’s Registration & Firm History

NJ

08/09/2024 - Present

Moomoo Financial Inc. (JERSEY CITY NJ)

NY

09/09/2022 - 02/13/2024

CREDIT AGRICOLE SECURITIES (USA) INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/23/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/09/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/16/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Xudan Wang.
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