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Yuxi Ji

Foreside Fund Services, LLC

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About Yuxi Ji

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.

Firm Information

Yuxi Ji is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Yuxi Ji’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Yuxi Ji.
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