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Lingyue Wei

THE Bank Street Group LLC

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About Lingyue Wei

Lingyue Wei is an investment banking professional with The Bank Street Group LLC. Lingyue holds the Series 63, 79TO, and SIE licenses and is registered in Connecticut and New York. Lingyue has been in the financial industry since October 2022.

Firm Information

Lingyue Wei is currently registered with THE Bank Street Group LLC. THE Bank Street Group LLC is a Limited Liability Company formed on May 7, 2001. The firm is registered in 27 states and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Lingyue Wei’s Registration & Firm History

CT

10/03/2022 - Present

THE Bank Street Group LLC (STAMFORD CT)

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Licenses & Designations

BC

Issued 12/12/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/03/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 08/22/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lingyue Wei.
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