Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yuanxi? Claim Your ProfileYuanxi Su is a financial advisor with Schwab Wealth Advisory, Inc. Yuanxi is registered with the state of Texas as an Investment Advisor Representative and also registered as a Registered Representative with FINRA. Yuanxi has been in the industry for 4 years. Yuanxi is also registered in all 50 states.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
TX
03/24/2023 - Present
Schwab Wealth Advisory, Inc. (Westlake TX)
BOTH
Issued 03/24/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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