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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yezhou? Claim Your ProfileYezhou Wang is an Investment Advisor Representative at Syntheticfi LLC. Yezhou is registered in California and holds the Series 65 license. Yezhou has experience in the financial services industry, with previous roles at Cyclone Technologies Inc, Hawx Services LLC, VRGL, Inc, ZhenFund, and University of Pennsylvania. Yezhou is an active advisor and works with both individual and business clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
07/09/2024 - Present
Syntheticfi LLC (SAN FRANCISCO CA)
IA
Issued 07/08/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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