Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Xiaoyu Liu is a financial professional with experience in the investment banking industry. Liu has a Series 79, Series 63, and SIE license. Liu is registered with Evercore Group LLC, and previously was employed by Deloitte Corporate Finance LLC. Liu's registration is active in 37 states and is approved by FINRA and the SEC.
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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NY
09/26/2022 - Present
Evercore Group LLC (NEW YORK NY)
NC
10/20/2015 - 12/02/2016
DELOITTE CORPORATE FINANCE LLC (CHARLOTTE NC)
BC
Issued 01/31/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/04/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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