Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Lei is a financial advisor with Lazard Freres & Co. LLC, a well-established firm with a strong reputation in the industry. Brian has been in the financial services industry since December 2017 and holds both Series 79 and Series 63 licenses, demonstrating a commitment to professional development. Brian's previous experience at Citigroup Global Markets Inc. further strengthens his background in the financial sector.
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
NY
09/19/2022 - Present
Lazard Freres & Co. LLC (NEW YORK NY)
NY
07/25/2016 - 05/10/2021
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 07/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Lei is the right advisor for you? Invested Better is here to help.
