Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chai? Claim Your ProfileChai Zhao is a financial professional with over 10 years of experience in the securities industry. Chai is currently registered with Evercore Group LLC and has a Series 7, Series 63, Series 86, and Series 87 licenses. Prior to joining Evercore Group LLC, Chai was employed by INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC. Chai is registered to conduct securities business in 37 states.
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
TX
12/22/2015 - Present
Evercore Group LLC (Dallas TX)
NY
05/19/2011 - 12/31/2015
INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)
BC
Issued 06/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2011
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/24/2011
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 05/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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