SHU-YUAN LAI is an investment adviser representative (IAR) with state registration records since 2003, appearing at 4 firms. Currently registered with CETERA INVESTMENT ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 2026-01-01 | present | Yes |
| LPL FINANCIAL LLC | 2017-03-01 | 2017-09-25 | — |
| CETERA INVESTMENT ADVISERS LLC | 2014-01-21 | 2017-02-28 | — |
| CETERA INVESTMENT SERVICES LLC | 2006-10-05 | 2014-01-21 | — |
| UVEST FINANCIAL SERVICES GROUP, INC. | 2004-11-29 | 2006-10-06 | — |
| CETERA INVESTMENT SERVICES LLC | 2003-01-07 | 2004-02-17 | — |