Unclaimed
Anqi Xie is a financial professional with a focus on investment banking. Anqi Xie is currently registered with Lazard Freres & Co. LLC. Anqi Xie has passed the Securities Industry Essentials Examination (SIE) and the Investment Banking Registered Representative Examination (Series 79TO).
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
CA
08/13/2024 - Present
Lazard Freres & Co. LLC (SAN FRANCISCO CA)
BC
Issued 08/12/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/24/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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