Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xuyi? Claim Your ProfileXuyi Chen is a financial advisor registered with the state of Missouri and has been in the industry since 2016. Xuyi holds Series 63, 66 and 7 licenses. Xuyi is currently affiliated with Buckingham Strategic Partners, LLC and THE Colony Group, LLC. Xuyi has prior experience at Charles Schwab & Co., Inc., TD Ameritrade, Inc., and Scottrade, Inc. Xuyi provides a range of services, including financial planning, pension consulting and educational seminars.
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.
Turnkey asset management provider
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.
Fee sharing with independent registered investment advisors
1
2
MO
02/27/2023 - Present
Buckingham Strategic Partners, LLC (ST. LOUIS MO)
TX
01/24/2022 - 12/16/2022
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MO
02/26/2018 - 03/07/2022
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
11/08/2017 - 02/26/2018
SCOTTRADE, INC. (ST LOUIS MO)
BOTH
Issued 08/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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