Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yit rou? Claim Your ProfileYit rou Lai is a financial professional registered with Fidelity Brokerage Services LLC. Yit rou Lai has been in the financial industry since 2019, with previous experience at CHARLES SCHWAB & CO., INC.. Yit rou Lai holds FINRA Series 7TO, Series 63, and SIE licenses and is registered in 53 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
RI
01/06/2022 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
TX
07/23/2019 - 06/23/2020
CHARLES SCHWAB & CO., INC. (Westlake TX)
BC
Issued 08/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Yit rou Lai is the right advisor for you? Invested Better is here to help.
