Wei Ping Xian

Current Employers

Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-01

CA RA
APPROVED

Since 2025-01-01

Branch Locations

7112 N. Fresno St. Suite 160, Fresno, CA 93720 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
World Financial Group	Fresno	CA	06/2001	Present
Cims	San Berardino	CA	01/2005	Present
Transamerica Financial Advisors, Inc	Fresno	CA	01/2012	Present

06/2001 → Present

World Financial Group

Fresno, CA
01/2005 → Present

Cims

San Berardino, CA
01/2012 → Present

Transamerica Financial Advisors, Inc

Fresno, CA

Previous Registrations

2009-09-16 → 2012-01-06

Investment Advisors International, Inc.

Fresno, CA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. CIMS/NO/SAN BERNARDINO,CA/AGENT 01/13/2005 HEALTH INSURANCE/DENTAL INSURANCE FOR PLANS NOT COVERED BY WFG/TFA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-08-25
S63	Uniform Securities Agent State Law Examination	1998-04-11

S65 Uniform Investment Adviser Law Examination

2009-08-25
S63 Uniform Securities Agent State Law Examination

1998-04-11

Other Names

Pam Xian
Wei Ping Xian
Wei Ping Xian
Pam Xian

View on SEC IAPD

Current Employers

Transamerica Financial Advisors, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews