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BP

Bo Pei

US TIGER SECURITIES
New York, NY 10022
Some features on this profile are disabled
CRD#: 6860626
BP

Professional summary


Bo Pei is a registered financial professional currently at US TIGER SECURITIES, INC. located in New York, New York.

Bo is registered as a RR (Registered Representative) and started their career in finance in 2018. Bo has worked at 2 firms and has passed the Series 63, Series 87, Series 7TO, SIE and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Bo Pei's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 27, 2021 - Present

US TIGER SECURITIES, INC.

Office #1: 437 Madison Ave 27th Floor, New York, NY 10022
BD
CRD#: 120583
New York, NY
Past

November 9, 2018 - August 20, 2021

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(8/27/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 11/17/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/9/2018
General Securities Representative Examination
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


UT
US TIGER SECURITIES, INC.
DSX SECURITIES, INC. | US TIGER SECURITIES, INC. | US TIGER SECURITIES | JFD SECURITIES, INC.

CRD#: 120583 / SEC#: , 8-65324

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
437 Madison Ave 27th Floor, New York, NY 10022
Mailing Address
437 Madison Ave 27th Floor, New York, NY 10022
Phone number
(646) 978-5188
Established
New Jersey since 02/01/2011
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
TIGER FINTECH HOLDINGS INC.SHAREHOLDER
HUANG, LEICEO5248191
LIANG, CEFINOP/PFO/POO7554601
LIU, YOUQINGCFO/ HEAD OF FINANCE5893930
MIRRO, DANAAML OFFICER (AMLCO)6930752
YE, GUANWUCCO5985247

Disclosures


Regulatory Event3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


US TIGER SECURITIES, INC.

CRD#: 120583New York, NY 10022

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