Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ye ting? Claim Your ProfileYe ting Liu is a financial advisor who has been active in the industry since 2012. Ye ting is currently registered with Evercore Group LLC and is licensed to conduct business in 37 states. Prior to joining Evercore Group LLC, Ye ting worked at CSI Strategic Partners, LLC and UBS Securities LLC. Ye ting has passed the Series 7, Series 63, Series 79 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.
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NY
03/02/2015 - Present
Evercore Group LLC (NEW YORK NY)
CA
05/12/2010 - 05/09/2011
CSI STRATEGIC PARTNERS, LLC (LOS ANGELES CA)
NY
09/03/2007 - 05/20/2009
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 12/20/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/31/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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