Univest Securities, LLC
Zhao has abundant experience and was involved in many aspects of large equity transactions and structured financing, such as IPO, private placement, financial advising, and SPAC, etc. Before Univest, he was an investment analyst at Universal Capital Holdings Group, which is dedicated to cross-border strategic acquisition and investment. Zhao obtained his Master’s degree in Risk Management from Columbia University and his Bachelor’s degree in Finance & Investment from Gabelli Business School at Fordham University. Series: 7, 63, 79 Registrations; CFA Charterholder.
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Univest Securities, LLC
We are commited to the financial success of our clients with our team of experience professionals Univest Securities LLC wors hard to provide our clients with comprehensive investment solutions to assist our clients meet their unique objectives. we strive to realize our clients goals through our attentions to detail and providing a higher standardof service for our clients whiel always in a manner that puts their needs and objectives first.