See you in a bit
With over 5 years of experience in the financial services industry, Wei Yi Xia has been actively engaged in fostering strong client relationships and helping clients with their financial goals. Wei Yi Xia works closely with clients to explore strategies and solutions as part of their overall financial plans as they work together towards their unique financial goals. Prior to joining TD Wealth in 2022, Wei held roles as a Financial Service Representative and Customer Service Representative at TD Bank N.A. Wei Yi Xia is a graduate of the Bernard Baruch College with a bachelor's degree in Business Administration.
- Management Services
- 401k Rollovers
- Life Insurance
- Series 65The Series 65 is an exam and securities license required by most US states for individuals to act as investment advisers.
- Life/Health Insurance License
BBA in Business Administration
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