ADVISOR BIO

Xiaojie Chen is a financial advisor with Citigroup Global Markets Inc. in San Francisco, CA. Xiaojie has been in the industry since 2016 and is registered in California and Nevada as a broker and an investment advisor. Xiaojie holds the Series 7, Series 63, and Series 65 licenses. Xiaojie offers a wide range of financial services to both individuals and businesses, including investment management, financial planning, and asset allocation advice.

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ADVISOR BIO

Xiaolian Wang is a registered Investment Advisor Representative with Sky Vision Wealth Management Corp. located in IRVINE, California. Xiaolian has been in the financial services industry since 2015. Xiaolian Wang is currently registered in California. Xiaolian holds the Series 65 license. Xiaolian's firm, Sky Vision Wealth Management Corp., specializes in portfolio management for individuals, selection of other advisors, and financial planning. The firm's clients include high-net-worth individuals, corporations, and pension and profit-sharing plans.

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ADVISOR BIO

Xiaolin Yang is a financial advisor currently registered with Morgan Stanley. Xiaolin is registered in California and Texas. They have been in the industry since 2014. Before joining Morgan Stanley, Xiaolin worked with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Their specialties include retirement planning, insurance and estate planning.

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ADVISOR BIO

Xiaolu Yan is a financial advisor with Morgan Stanley. Xiaolu is registered in 24 states. Xiaolu has been in the financial industry since February 17, 2014. Prior to joining Morgan Stanley, Xiaolu worked for CETERA INVESTMENT SERVICES LLC. Xiaolu specializes in working with individuals, high net worth individuals, businesses, corporations, investment companies, charitable organizations, insurance companies, and banking or thrift institutions. Xiaolu Yan is a registered representative and investment advisor. Xiaolu is licensed to sell securities and provide investment advice. Xiaolu provides investment advice and financial planning to a wide range of clients.

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ADVISOR BIO

Xiao lu Jiang is an investment advisor representative with Charles Schwab & CO., Inc.. Xiao lu Jiang has been in the securities industry for over 7 years. Xiao lu Jiang is registered with the state of California. Xiao lu Jiang has passed exams for Series 63, Series 66, Series 7, and SIE. Xiao lu Jiang's previous employers include TD AMERITRADE, INC., Charles Schwab & Co., Inc. and TD AMERITRADE INVESTMENT MANAGEMENT, LLC..

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ADVISOR BIO

Xiaomei Zhou is a registered representative with J.P. Morgan Securities LLC. Xiaomei has been in the securities industry since August 2018 and is licensed in Arizona, California and New York. Xiaomei specializes in a variety of financial products and services.

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ADVISOR BIO

Xiaomei Ma is a registered representative at J.P. Morgan Securities LLC, a firm that provides investment advisory services to various clients, including individuals, corporations, and institutions. Xiaomei specializes in a range of financial products and services, including securities, variable contracts, and investment company products. She is licensed to provide investment advice in California and New Jersey. Xiaomei's career in the industry began on January 11, 2023.

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ADVISOR BIO

Xiaomeng Dai is a financial advisor with Independent Financial Group, LLC, a firm headquartered in San Diego, CA. Xiaomeng has been in the financial industry since 2013 and holds the Series 63, Series 7TO, and SIE exams. Xiaomeng works with individuals, businesses, pension and profit-sharing plans, and charitable organizations. Xiaomeng is also a Chartered Financial Analyst. Xiaomeng provides financial planning, pension consulting, and portfolio management for individuals and businesses. Xiaomeng is registered in California as both a broker-dealer and an investment advisor.

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ADVISOR BIO

Xiao-meng Sun Qi is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., with over 28 years of experience in the financial services industry. Xiao-meng Sun Qi specializes in providing investment advice to individuals, businesses, and institutions.

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ADVISOR BIO

Xiaoming Liao is a financial advisor with Fidelity Personal And Workplace Advisors. Xiaoming has been in the financial industry since 2013. Xiaoming is registered in 14 states as a Broker and Investment Advisor Representative. Xiaoming is also a Series 6, Series 7, Series 63, and Series 66 licensed representative. Prior to joining Fidelity, Xiaoming was an employee of J.P. MORGAN SECURITIES LLC. Xiaoming is dedicated to providing financial advice and guidance to individuals and families in the Mountain View area.

SPECIALIZATIONS