Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Szu-wei? Claim Your ProfileSzu-wei Lindsay Lo is a financial professional with over 10 years of experience in the industry. Currently, Szu-wei Lindsay Lo is registered with Amundi Distributor US, Inc. and holds the Series 6, 7, 24, 26, and SIE licenses. Szu-wei Lindsay Lo has previously been registered with MFS FUND DISTRIBUTORS, INC..
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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2
MA
01/13/2015 - Present
Amundi Distributor US, Inc. (BOSTON MA)
MA
03/10/2009 - 01/09/2015
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 01/22/2013
Series 24 - General Securities Principal Examination
BC
Issued 04/16/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/09/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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