Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Lu is a financial advisor with Moelis & Co. LLC and is registered with FINRA. Jeremy passed the SIE and Series 79TO exams and has been in the industry since July 2024.
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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CA
07/22/2024 - Present
Moelis & Co. LLC (LOS ANGELES CA)
BC
Issued 07/20/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/16/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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