Unclaimed
Peipei Yu is a financial professional with experience in the financial services industry. Peipei has held previous roles at Credit Suisse Securities (USA) LLC in New York, NY. Currently, Peipei is registered with Lazard Freres & Co. LLC and is located in New York, NY. Peipei has passed the Series 7TO, Series 79TO, Series 63, and SIE exams.
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.
1
2
NY
10/04/2022 - Present
Lazard Freres & Co. LLC (NEW YORK NY)
NY
08/06/2021 - 10/13/2022
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 04/23/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/06/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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