Unclaimed
Yihao Xie is a financial professional registered with Morgan Stanley & Co. LLC. Yihao holds the Series 79 license, which is a required qualification for Investment Banking Registered Representatives. Previously, Yihao worked at Goldman Sachs & Co. LLC. Yihao has been in the financial services industry since October 21, 2019. Yihao is currently located in Menlo Park, CA.
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.
1
2
CA
09/09/2021 - Present
Morgan Stanley & Co. LLC (Menlo Park CA)
TX
08/21/2018 - 07/08/2020
GOLDMAN SACHS & CO. LLC (HOUSTON TX)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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