Unclaimed
Shaoyuan Fu is a financial advisor at Arete Wealth Management, LLC. Shaoyuan has been in the industry since August 9, 2008, and has a wide range of experience, working previously with National Securities Corporation. Shaoyuan is registered in 14 states and holds the Series 63, Series 7, 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
07/21/2022 - Present
Arete Wealth Management, LLC (New York NY)
NY
10/20/2009 - 07/21/2022
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NY
01/16/2008 - 03/27/2009
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 03/01/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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