Unclaimed
Yingmeng Wu is a financial professional with over 9 years of experience in the securities industry. Yingmeng is currently registered with Evercore Group LLC and holds Series 7, 24, 63, 79, 82TO, 86 and 87 licenses. Previously, Yingmeng was registered with Citigroup Global Markets Inc. and JMP Securities LLC. Yingmeng Wu is licensed in 37 states.
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
05/05/2022 - Present
Evercore Group LLC (MENLO PARK CA)
CA
05/04/2015 - 04/26/2022
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
CA
02/01/2013 - 04/09/2015
JMP SECURITIES LLC (SAN FRANCISCO CA)
BC
Issued 05/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 03/06/2014
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/11/2013
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 01/31/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe EDGA Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
Not sure Yingmeng Wu is the right advisor for you? Invested Better is here to help.