Kaili has extensive compliance experience at one of the top 3 Broker/Dealers in the US, one of the fastest growing TAMPs, as well as audit experience with both Finra and the SEC. Her broad-based knowledge of both the BD and the RIA side of the industry will prove extremely helpful. She has her Series, 7, 66, 24, and Insurance licenses.
We believe that only our Family Office model provides all of these valuable benefits. Our model stands in sharp contrast with the conflict-ridden, costly and confusing universe of competing claims that describe so much of the financial services industry.
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