Unclaimed
Charles yu Feng is a financial professional with experience in the investment banking industry. Charles yu Feng has a Series 79, Series 63, and SIE license. Charles yu Feng is currently registered with Perella Weinberg Partners LP in New York, NY. Charles yu Feng was previously employed with Liontree Advisors LLC and Moelis & Company LLC.
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
01/21/2022 - Present
Perella Weinberg Partners LP (NEW YORK NY)
NY
03/05/2021 - 12/02/2021
LIONTREE ADVISORS LLC (NEW YORK NY)
CA
08/06/2018 - 01/14/2021
MOELIS & COMPANY LLC (LOS ANGELES CA)
BC
Issued 02/25/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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