ADVISOR BIO

Xiaoxiao Zhang is a financial advisor registered with J.P. Morgan Securities LLC. Xiaoxiao has been in the industry since 2017. Xiaoxiao holds the Series 6, SIE and Series 63 licenses and is registered in California, Georgia, Massachusetts, Missouri, and Pennsylvania. Xiaoxiao's specializations include: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting and Selection of Other Advisers.

SPECIALIZATIONS

ADVISOR BIO

Xiaoxiao Chen is a registered investment advisor representative with Citigroup Global Markets Inc. Xiaoxiao has been in the securities industry for 5 years. Xiaoxiao is also a registered investment advisor. Previously, Xiaoxiao worked at LPL Financial LLC. Xiaoxiao has passed the Series 63, Series 65, SIE and Series 7 exams. Xiaoxiao has an active Series 63 and Series 65 license in the state of California. Xiaoxiao has a total of 25 approved SRO registrations, 1 approved FINRA registration, and 1 approved state registration.

SPECIALIZATIONS

ADVISOR BIO

Xiaoyan Su is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Xiaoyan Su has been in the securities industry for over 2 years. Xiaoyan Su is registered with the state of California. Xiaoyan Su has passed the Series 63, Series 6TO and SIE exams. Xiaoyan Su also holds a real estate license and owns a real estate investment company called Ever Rich Real Estates LLC.

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ADVISOR BIO

Xiaoyi Fan is a registered representative with Wells Fargo Clearing Services, LLC. Xiaoyi is located in PALO ALTO, California and has been in the industry since May 2021. Xiaoyi has passed the Series 7TO and SIE exams.

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ADVISOR BIO

Xiaoyu Jiang is a financial advisor with Wells Fargo Clearing Services, LLC. Xiaoyu is a registered representative with FINRA and is licensed in 13 states, including California, Texas, and Florida. Xiaoyu has been in the securities industry since August 2020. Before joining Wells Fargo Clearing Services, LLC Xiaoyu worked as a financial advisor for Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Xiaoyu specializes in providing financial advice to individuals, businesses, and institutions. Xiaoyu's services include investment management, financial planning, and retirement planning. Xiaoyu is committed to providing clients with personalized financial advice that helps them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Xiaozhen Ying is a registered representative with J.p. Morgan Securities LLC. Ying has been in the industry since July 14, 2024. Xiaozhen Ying holds Series 63, Series 6TO and SIE licenses. Ying is registered in California. Xiaozhen Ying is located at 1305 FAIR OAKS AVENUE in South Pasadena, CA.

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ADVISOR BIO

Xichan Liu is a financial advisor registered with Rockefeller Financial LLC and has been active in the industry since August 21, 2014. Xichan has a strong background in financial services, having worked with a variety of firms, including Wells Fargo Clearing Services, LLC, HSBC Securities (USA) Inc., Morgan Stanley Smith Barney LLC, and First Republic Securities Company, LLC. Xichan holds Series 7, 9, 10, 63, and 65 licenses and specializes in providing financial planning, portfolio management, and selection of other advisors for individuals, businesses, and investment companies.

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ADVISOR BIO

Xin Guo is a registered investment advisor representative with Transglobal Advisory, LLC. Xin has been in the industry since 2017 and is licensed in California, Massachusetts, Nevada, and Washington. Xin specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Xin is also experienced in cash management and estate planning.

SPECIALIZATIONS

ADVISOR BIO

Xin Spoon is a registered representative with J.p. Morgan Securities LLC. Xin is licensed in California and has been in the industry since January 8, 2023. Xin specializes in providing investment advice and portfolio management services to individuals, corporations, and other business entities. Xin holds the Series 63, SIE, and Series 6TO licenses and has a strong understanding of the financial markets and investment products. Xin is committed to providing their clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Xin Dean is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Xin is licensed in multiple states and has experience in various financial fields. Xin holds the Series 7, Series 66 and SIE licenses. The advisor is currently registered with the firm in California and Texas, Xin has been in the industry since August 2021. Xin currently works out of the Venice branch office. Xin focuses on working with individual clients as well as businesses.

SPECIALIZATIONS