ADVISOR BIO

Xavier K Snead is an Investment Advisor Representative at TD Private Client Wealth LLC. Xavier has been in the financial services industry since 2013 and is licensed to provide investment advisory services in Delaware, Maryland, Virginia and the District of Columbia. Xavier holds a Series 65 license and has experience providing financial planning, pension consulting, and educational seminars. Xavier has experience working with a variety of clients, including high-net-worth individuals, insurance companies, charitable organizations, corporations, and pension plans.

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ADVISOR BIO

Xerxes Lawingco Nabong is an Investment Advisor Representative with over 18 years of experience in the financial services industry. Xerxes Nabong has been registered with United Planners' Financial Services of America A Limited Partner since January 2016. Before joining United Planners', Xerxes Nabong worked with SAGEPOINT FINANCIAL, INC. from June 2011 to December 2015 and 1ST GLOBAL CAPITAL CORP. from March 2010 to June 2011. In addition to his work as an investment advisor, Xerxes Nabong is also a licensed life, health, disability, and LTC insurance agent. Xerxes Nabong holds Series 7 and Series 66 securities licenses and has a SIE exam. Xerxes Nabong specializes in providing financial advice to individuals, families, businesses, and charitable organizations. Xerxes Nabong provides a range of financial services, including financial planning, portfolio management, and insurance planning.

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ADVISOR BIO

Xiaolan Wu is a registered representative with J.P. Morgan Securities LLC. Xiaolan holds a Series 7, Series 63, and Series 6 licenses, and is registered in the District of Columbia, Maryland, and Virginia. Xiaolan is affiliated with the Fairfax, VA branch office of J.P. Morgan Securities LLC. Prior to joining J.P. Morgan Securities LLC, Xiaolan was a registered representative with NYLIFE Securities LLC.

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ADVISOR BIO

Xiaoling Zheng is a financial professional with over 10 years of experience in the financial services industry. Xiaoling is currently registered with Morgan Stanley, a leading financial services firm. Prior to joining Morgan Stanley, Xiaoling was employed by E*TRADE SECURITIES LLC and E*TRADE CLEARING LLC. Xiaoling holds the Series 99 and SIE licenses and has a broad range of experience in the financial services industry. Xiaoling is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Xinge Zhang is an active investment advisor representative in the state of Virginia. Xinge Zhang is registered with Bankers Life Advisory Services, Inc. and has been in the industry since 2021. Xinge Zhang has experience in the securities and investment advisory industry. Xinge Zhang holds the Series 63, Series 65, and Series 7TO licenses, as well as the SIE designation. Xinge Zhang specializes in insurance and financial planning, and provides investment advice to individuals and pension plans. Xinge Zhang also offers educational seminars and can select other advisers for clients.

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ADVISOR BIO

Xiomara Elizabeth Diaz is a registered representative with Navy Federal Investment Services, LLC, in Stafford, VA. Xiomara has been in the securities industry since May 12, 2017 and holds Series 6, Series 63, and Series 65 licenses. Prior to joining Navy Federal Investment Services, LLC, Xiomara was employed by Wells Fargo Clearing Services, LLC.

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ADVISOR BIO

Xolani Ndlovu is an investment advisor representative at Daba Advisors LLC in Reston, VA. Xolani is registered with the state of Virginia. Xolani has a Series 65 license and has been in the industry since 2011. Xolani has worked for Daba Markets and Age of Learning Foundation in Reston, VA and previously for Old Mutual Limited in Johannesburg. Daba Advisors LLC is a fee-only firm that offers a variety of services to individuals, including portfolio management.

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ADVISOR BIO

Xue Chen Seo is a registered representative with Osaic FA, Inc. based in Vienna, Virginia. Xue Chen Seo has been in the industry since August 31, 2011 and holds Series 7, Series 24, and SIE licenses. Xue Chen Seo is a principal at Osaic FA, Inc., which is a firm that provides financial planning, portfolio management for individuals and businesses, and educational seminars.

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ADVISOR BIO

Yan-zhi Huang is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Yan-zhi has over 7 years of experience in the securities industry. Yan-zhi is registered to provide investment advice in 18 states. Yan-zhi has passed Series 6, Series 7, Series 63, Series 66 and SIE exams. Yan-zhi is a financial professional with extensive experience in investment management, financial planning, and pension consulting. Yan-zhi has been a part of several prominent firms, including HSBC Securities (USA) Inc. and Wells Fargo Clearing Services, LLC. Yan-zhi specializes in working with individuals, corporations, and businesses to help them achieve their financial goals.

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ADVISOR BIO

Ye Tao is a financial advisor with J.p. Morgan Securities LLC. Ye Tao has been in the financial services industry for over 5 years. Ye Tao is registered to provide investment advice in 53 states. Ye Tao's expertise includes financial planning, portfolio management for individuals and businesses, and pension consulting. Ye Tao is a registered representative of J.p. Morgan Securities LLC, which is a member of FINRA and SIPC.

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