Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacques? Claim Your ProfileJacques Cai is a registered representative with Bofa Securities, Inc. in New York, NY. Jacques Cai is a registered representative holding a Series 63 license, in addition to the Series 79TO and the SIE licenses. Jacques Cai previously worked with CREDIT SUISSE SECURITIES (USA) LLC in New York, NY.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
NY
08/25/2022 - Present
Bofa Securities, Inc. (NEW YORK NY)
NY
08/06/2021 - 07/08/2022
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 09/24/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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