Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yuchen? Claim Your ProfileYuchen Zhu is a financial advisor with Wolfe Research Securities, located in New York City. Yuchen holds the Series 7, 63, and 87 licenses, and is registered with FINRA. Yuchen has prior experience at Deutsche Bank Securities Inc.
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.
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NY
02/12/2020 - Present
Wolfe Research Securities (New York NY)
NY
05/19/2018 - 08/30/2019
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BC
Issued 08/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2019
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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