Unclaimed
Xun Wang is a financial professional with over 10 years of experience in the industry. Xun currently works at Allstate Financial Services, LLC and is registered in California. Xun is a Series 6 and Series 63 licensed advisor and has passed the SIE exam. Xun has a history of working with various clients and has been registered with Farmers Financial Solutions, LLC in the past.
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
CA
03/23/2015 - Present
Allstate Financial Services, LLC (Diamond Bar CA)
CA
01/29/2008 - 04/02/2013
FARMERS FINANCIAL SOLUTIONS, LLC (ALHAMBRA CA)
BC
Issued 02/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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