Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zixuan? Claim Your ProfileZixuan Wang is a registered representative with Goldman Sachs & Co. LLC, a broker-dealer headquartered in New York City. Zixuan has been active in the financial industry since 2021. Zixuan is licensed to provide investment advice and securities transactions in all states of the United States. Zixuan holds the Series 7TO, Series 63, and SIE licenses. Zixuan’s focus is on providing investment advice and portfolio management services for individuals, businesses, and pooled investment vehicles. Zixuan also offers financial planning and educational seminars to clients. Goldman Sachs is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a diverse client base that includes corporations, financial institutions, governments and individuals.
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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
1
2
NY
01/01/2022 - Present
Goldman Sachs & Co. LLC (NEW YORK NY)
BC
Issued 01/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2021
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2021
Series 7TO - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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