Xinzi Yuan

Current Employers

Employment History

• 01/2016 → Present
  Transamerica Financial Advisors, Inc
  Brookfield, WI
• 12/2011 → Present
  World Financial Group, Inc.
  Brookfield, WI
• 09/2014 → 10/2016
  Kohl'S Corporation
  Fond Du Lac, WI
• 02/2017 → Present
  Lida Accounting Service Llc
  Milwaukee, WI
• 09/2022 → Present
  American Chinese Association Inc.
  Wauwatosa, WI
• 01/2024 → Present
  Wisconsin Chinese Chamber Of Commerce
  Milwaukee, WI
• 02/2024 → Present
  Accounting & Financial Services Llc
  Milwaukee, WI
• 01/2023 → Present
  Aarp
  Washington, DC

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Wisconsin Chinese Chamber of Commerce | Board of director | Board Member | not investment related | 11/2024 | 6027 W Viliet Street, Milwaukee, WI | Develop education topics, organize training events and workshops Accounting & Financial Services LLC /No/ / tax preparation / Tax Accountant / 02/01/2024 / 0/ 0/ Approved w/Limitations - FINRA Reportable LIDA ACCOUNTING SERVICE LLC/NO/4701 N. PORT WASHINGTON RD, SUITE 100, MILWAUKEE, WI 53212/CPA FIRM/ACCOUNTING/02.01.2017/160/8/DATA ENTRY, PREPARE TAXES. AMERICAN CHINESE ASSOCIATION INC. POSITION: a member of the Board NATURE: Helping immigrants and minoritys INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 09/05/2022 ADDRESS: 5601 W WISCONSIN AVE, WAUWATOSA WI 53213, United States DESCRIPTION: The company is not operated yet. I have no activities or responsibilities with this OBA. In the future, my activities would be interpreter between English and Chinese, give people ride to church or hospitals. AARP POSITION: volunteer NATURE: providing tax preparation to low income tax payers INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/20/2023 ADDRESS: 601 E Street NW, WASHINGTON DC 20049, United States DESCRIPTION: Be a Volunteer for AARP, meeting taxpayers, provide individual tax preparation services, entering data to the laptop that AARP provided to each volunteer.no

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-06-02
• S63 Uniform Securities Agent State Law Examination
  2016-04-07

Other Names

• Ginger Yuan