Wei Xue

Current Employers

Employment History

• 04/2011 → 08/2018
  Harrison & Elizabeth, Inc.
  Brookline, MA
• 08/2018 → Present
  New York Life Insurance Co
  Waltham, MA
• 09/2018 → Present
  Nylife Securities Llc
  Waltham, MA
• 03/2022 → Present
  Eagle Strategies Llc
  Waltham, MA
• 12/2024 → Present
  Golden Summit Insurance & Financial Center Inc.
  Waltham, MA
• 09/2025 → Present
  Openwin Financial & Insurance Services, Llc
  Waltham, MA

Other Businesses

[rental property; This property is my primary residence condo. I am living with my family now. So I rent it out.; 1 Earhart Street, Unit 111, Cambridge. MA; Start Date 09/2013; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Pathways Management LLC; Rental Property; 2 Earhart Street, Cambridge, MA 02141; Start Date 05/2018; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours;find eligible tenant once a year and fix the chores if needed within the apartment.] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 135 Wood Rd Braintree, MA ; 02184; Start Date 07/2022; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [Notary public; Notary public of Massachusetts.; 201 Jones Rd, 5th FL Waltham. MA 02451; Start Date 02/2021; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Golden Summit Insurance & Financial Center Inc. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; WALTHAM MA; START DATE: 12/2024] [OPERATING UNDER THE DBA NAME OF OPENWIN FINANCIAL & INSURANCE SERVICES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (WALTHAM, MA); START DATE: 09/2025]

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-18
• S63 Uniform Securities Agent State Law Examination
  2018-11-21