Invested Better
Unclaimed

Unclaimed

Unclaimed

Yingxu Zhao

CRC-IB

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Yingxu? Claim Your Profile

About Yingxu Zhao

Yingxu Zhao is a financial professional with CRC-IB. Yingxu has been in the industry since August 2022. Yingxu holds Series 63, Series 79TO, and SIE licenses and is registered in California and New York. Yingxu is located in Westport, CT.

Firm Information

Yingxu Zhao is currently registered with CRC-IB. CRC-IB is a Limited Liability Company formed on January 14, 2011, and is registered in 36 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Yingxu Zhao’s Registration & Firm History

CT

08/02/2022 - Present

CRC-IB (Westport CT)

Not sure if Yingxu Zhao is right for you?

Licenses & Designations

BC

Issued 10/28/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/02/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/26/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Yingxu Zhao.
Not sure if Yingxu Zhao is right for you?