Unclaimed
Yuxi Ji is a financial professional with experience in the financial industry. Yuxi Ji is currently registered with Foreside Fund Services, LLC. Yuxi Ji previously worked at TRANSAMERICA FINANCIAL ADVISORS, INC and SAMMONS FINANCIAL NETWORK, LLC. Yuxi Ji has passed the Series 6TO, SIE and Series 26 exams. Yuxi Ji is a licensed securities professional and has a strong track record of success in the financial industry.
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
IA
11/02/2023 - Present
Foreside Fund Services, LLC (Cedar Rapids IA)
GA
01/21/2022 - 08/14/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (JOHNS CREEK GA)
IA
07/23/2019 - 01/03/2022
SAMMONS FINANCIAL NETWORK, LLC (WEST DES MOINES IA)
BC
Issued 08/26/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/23/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Yuxi Ji is the right advisor for you? Invested Better is here to help.