Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lu? Claim Your ProfileLu Zhou is a financial advisor with Vanquour LLC, a firm based in New York, New York. Lu Zhou has been in the financial services industry since 2011 and is registered with the state of New York. Lu Zhou has a Series 7 and Series 65 license and a SIE exam. Vanquour LLC provides financial planning and portfolio management services to individuals. Lu Zhou's firm has a total of 189 client accounts with $67,076,935 in assets under management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
03/10/2022 - Present
Vanquour LLC (NEW YORK NY)
NY
11/17/2011 - 02/16/2012
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
IA
Issued 11/16/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2022
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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