Unclaimed
Eric Wei is a financial professional registered in California with Lazard Freres & Co. LLC. Previously, Eric Wei was associated with Locust Walk Securities, LLC in Boston, Massachusetts. Eric Wei holds a Series 63, Series 79TO and SIE. Eric Wei has been in the financial services industry since 2021.
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.
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2
CA
01/21/2022 - Present
Lazard Freres & Co. LLC (SAN FRANCISCO CA)
MA
11/05/2021 - 01/03/2022
LOCUST WALK SECURITIES, LLC (BOSTON MA)
BC
Issued 11/15/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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