Unclaimed
Yuzhou Lei is an investment banking professional with over 2 years of experience in the financial industry. Yuzhou is currently registered with Evercore Group LLC, a leading investment banking firm. Yuzhou is a Series 79, Series 63 and SIE licensed professional, registered in 37 states across the country. Yuzhou is located at the New York office of Evercore Group LLC.
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
NY
08/05/2024 - Present
Evercore Group LLC (NEW YORK NY)
BC
Issued 04/19/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/15/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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