Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Shengdi Li is a registered representative with PJT Partners LP. Richard Shengdi Li holds a Series 63 and has passed the Investment Banking Registered Representative Examination and the Securities Industry Essentials Examination. Richard Shengdi Li is currently registered in California and New York and has prior registration experience with Liontree Advisors LLC. Richard Shengdi Li joined PJT Partners LP in 2023.
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
03/28/2023 - Present
PJT Partners LP (SAN FRANCISCO CA)
CA
02/27/2021 - 02/10/2023
LIONTREE ADVISORS LLC (San Francisco CA)
BC
Issued 03/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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