Unclaimed
Erik Zhou is a financial professional with Brex Treasury LLC. Erik has been in the industry since 2019. Erik has passed the Series 7TO, SIE, Series 24 and Series 27 exams. Erik is registered with FINRA.
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
UT
08/16/2019 - Present
Brex Treasury LLC (SALT LAKE CITY UT)
BC
Issued 05/22/2022
Series 24 - General Securities Principal Examination
BC
Issued 05/07/2019
Series 27 - Financial and Operations Principal Examination
BC
Issued 02/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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