Unclaimed
Xueyi Schmidt is a registered representative with J.p. Morgan Institutional Investments Inc. Xueyi is licensed to conduct business in New York. Xueyi passed the Series 63, Series 7TO, and SIE exams.
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.
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.
1
2
NY
01/11/2020 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
BC
Issued 10/05/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Xueyi Schmidt is the right advisor for you? Invested Better is here to help.