Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xiaoyuan? Claim Your ProfileXiaoyuan Mo is a financial advisor registered with Lazard Freres & Co. LLC, and has been active in the industry since 2018. Previously, Xiaoyuan Mo worked at SVB Leerink LLC in Boston, MA and Morgan Stanley & Co. LLC in New York, NY. Xiaoyuan Mo holds FINRA Series 79, Series 63 and SIE licenses. Xiaoyuan Mo is registered in California.
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
03/30/2021 - Present
Lazard Freres & Co. LLC (SAN FRANCISCO CA)
MA
07/01/2020 - 03/15/2021
SVB LEERINK LLC (BOSTON MA)
NY
08/31/2018 - 03/18/2020
MORGAN STANLEY & CO. LLC (NEW YORK NY)
BC
Issued 07/31/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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