Xing Wang (CRD# 5326713) is an Investment Advisor Representative working at Bluesphere Advisors LLC in Long Island City, NY and has over 8 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ainvest Financial Inc. | New York, NY | Aug 2021 - Current | 2 |
| Bluesphere Advisors LLC | East Norriton, PA | Jul 2020 - Current | 3 |
| Score Priority Corp. | New York, NY | Jan 2020 - Aug 2021 | 1 |
| Just2trade, Inc. | New York, NY | Jan 2017 - Dec 2019 | 2 |
| Just2trade, Inc. | New York, NY | Jan 2016 - Dec 2016 | < 1 |
| Whotrades Fx, LLC | New York, NY | Jul 2011 - Dec 2016 | 5 |
| Whotrades, Inc. | New York, NY | Jul 2011 - Dec 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2015 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2020 |
- NY
- PA
-
Total Assets Under Management371MILLIONS
-
Total Number of Accounts1,151ACCOUNTS
-
Average Account Value$321,963
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, DE, FL, MD, NH, NJ, NY, OH, PA, SC, TX
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