Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yanchen? Claim Your ProfileYanchen Xie is a financial professional who holds a Series 79TO, SIE, and Series 63 license. Yanchen Xie is currently registered with Jefferies LLC and has been in the industry since July 2024. Yanchen Xie is located in Charlotte, North Carolina.
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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NC
07/17/2024 - Present
Jefferies LLC (CHARLOTTE NC)
BC
Issued 07/19/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/29/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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