XW

Xuezhi Wei

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CRD#: 6174480
XW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Xuezhi Wei, who also goes by James Wei, was a registered financial professional .

Xuezhi is a previously registered financial professional and started their career in finance in 2013. Xuezhi had worked at 1 firm and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
No

Aliases


James Wei

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 8, 2013 - July 22, 2020

POTOMAC INTERNATIONAL BUSINESS SERVICES

RIA
CRD#: 167248
POTOMAC, MD

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam

Current Firm


PI
POTOMAC INTERNATIONAL BUSINESS SERVICES
POTOMAC INTERNATIONAL BUSINESS SERVICES | POTOMAC INTERNATIONAL BUSINESS SERVICES LLC

CRD#: 167248 / SEC#:

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Contact information


Main Address
Potomac, MD
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


POTOMAC INTERNATIONAL BUSINESS SERVICES

CRD#: 167248

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