Xi WangCRD Number: 5498693
Current Firm: Hsbc Securities (usa) Inc.
Xi Wang (CRD# 5498693) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in San Mateo, CA and has over 7 years of experience in the finance industry.
Altos Investments, Inc.
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
|Hsbc Securities (usa) Inc.||San Mateo, CA||Sep 2013 - Current||3|
|Hsbc Bank Usa N.a.||San Mateo, CA||Aug 2013 - Current||3|
|Ubs Financial Services Inc.||San Francisco, CA||Jan 2010 - Aug 2013||3|
|Ubs International||San Francisco, CA||Feb 2008 - Aug 2013||5|
|Starbucks||Foster City, CA||Oct 2007 - Feb 2008||< 1|
|Unemployed||Foster City, CA||Dec 2004 - Oct 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2009|
Total Assets Under Management2,985MILLIONS
Total Number of Accounts12,340ACCOUNTS
Average Account Value$241,893
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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