Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zhongyi? Claim Your ProfileZhongyi Yu is a financial professional with over 2 years of experience in the industry. Zhongyi is currently registered with Evercore Group LLC in New York, NY. Zhongyi has passed the Series 63, Series 79TO, and SIE exams. Zhongyi is licensed to conduct business in 37 states, including Alabama, Alaska, Arizona, and Arkansas. Zhongyi's primary focus is investment banking, providing expert advice and guidance to clients.
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
09/16/2023 - Present
Evercore Group LLC (NEW YORK NY)
BC
Issued 05/30/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/26/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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