{"id":880,"date":"2020-01-20T16:08:48","date_gmt":"2020-01-20T16:08:48","guid":{"rendered":"https:\/\/www.univest.us\/about-us\/"},"modified":"2025-03-25T18:35:22","modified_gmt":"2025-03-25T18:35:22","slug":"about-us","status":"publish","type":"page","link":"https:\/\/www.univest.us\/zh-hans\/about-us\/","title":{"rendered":"\u5173\u4e8e\u6211\u4eec"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row el_class=&#8221;cover&#8221;][vc_column]<\/p>\n\n\t\t\t<!-- START CN About Us REVOLUTION SLIDER 6.7.18 --><p class=\"rs-p-wp-fix\"><\/p>\n\t\t\t<rs-module-wrap id=\"rev_slider_11_1_wrapper\" data-source=\"gallery\" style=\"visibility:hidden;background:transparent;padding:0;margin:0px auto;margin-top:0;margin-bottom:0;\">\n\t\t\t\t<rs-module id=\"rev_slider_11_1\" style=\"\" data-version=\"6.7.18\">\n\t\t\t\t\t<rs-slides style=\"overflow: hidden; position: absolute;\">\n\t\t\t\t\t\t<rs-slide style=\"position: absolute;\" data-key=\"rs-11\" data-title=\"Slide\" data-anim=\"adpr:false;\">\n\t\t\t\t\t\t\t<img decoding=\"async\" src=\"\/\/www.univest.us\/wp-content\/plugins\/revslider\/sr6\/assets\/assets\/dummy.png\" alt=\"\" title=\"Image4\" width=\"1440\" height=\"474\" class=\"rev-slidebg tp-rs-img rs-lazyload\" data-lazyload=\"\/\/www.univest.us\/wp-content\/uploads\/2020\/01\/Image4-1-1440x474.png\" data-bg=\"p:center bottom;\" data-no-retina>\n<!--\n\t\t\t\t\t\t\t--><rs-layer\n\t\t\t\t\t\t\t\tid=\"slider-11-slide-11-layer-1\" \n\t\t\t\t\t\t\t\tdata-type=\"text\"\n\t\t\t\t\t\t\t\tdata-color=\"#272727\"\n\t\t\t\t\t\t\t\tdata-rsp_ch=\"on\"\n\t\t\t\t\t\t\t\tdata-xy=\"xo:40px;yo:102px;\"\n\t\t\t\t\t\t\t\tdata-text=\"s:56;l:60;a:inherit;\"\n\t\t\t\t\t\t\t\tdata-frame_0=\"tp:600;\"\n\t\t\t\t\t\t\t\tdata-frame_1=\"tp:600;st:0;\"\n\t\t\t\t\t\t\t\tdata-frame_999=\"o:0;tp:600;st:w;sR:8700;\"\n\t\t\t\t\t\t\t\tstyle=\"z-index:5;font-family:'DM Serif Display';\"\n\t\t\t\t\t\t\t>\u5173\u4e8e\u6211\u4eec  \n\t\t\t\t\t\t\t<\/rs-layer><!--\n\n\t\t\t\t\t\t\t--><rs-layer\n\t\t\t\t\t\t\t\tid=\"slider-11-slide-11-layer-2\" \n\t\t\t\t\t\t\t\tdata-type=\"text\"\n\t\t\t\t\t\t\t\tdata-color=\"#272727\"\n\t\t\t\t\t\t\t\tdata-rsp_ch=\"on\"\n\t\t\t\t\t\t\t\tdata-xy=\"xo:40px;yo:201px,201px,202px,202px;\"\n\t\t\t\t\t\t\t\tdata-text=\"w:normal;s:18;l:26;a:inherit;\"\n\t\t\t\t\t\t\t\tdata-dim=\"w:450px,450px,450px,407px;\"\n\t\t\t\t\t\t\t\tdata-frame_0=\"tp:600;\"\n\t\t\t\t\t\t\t\tdata-frame_1=\"tp:600;st:0;\"\n\t\t\t\t\t\t\t\tdata-frame_999=\"o:0;tp:600;st:w;sR:8700;\"\n\t\t\t\t\t\t\t\tstyle=\"z-index:6;font-family:'Roboto';\"\n\t\t\t\t\t\t\t>\u4e07\u901a\u8bc1\u5238\u6210\u7acb\u4e8e1994\u5e74\uff0c\u6211\u4eec\u81f4\u529b\u4e8e\u4e3a\u5168\u56fd\u8303\u56f4\u5185\u4f01\u4e1a\u548c\u4e2a\u4eba\u5ba2\u6237\u63d0\u4f9b\u6700\u9ad8\u6c34\u5e73\u7684\u5ba2\u6237\u670d\u52a1\u3002 \n\t\t\t\t\t\t\t<\/rs-layer><!--\n-->\t\t\t\t\t<\/rs-slide>\n\t\t\t\t\t<\/rs-slides>\n\t\t\t\t<\/rs-module>\n\t\t\t\t<script>\n\t\t\t\t\tsetREVStartSize({c: 'rev_slider_11_1',rl:[1240,1024,778,480],el:[],gw:[1240,1024,778,480],gh:[373,373,373,373],type:'standard',justify:'',layout:'fullwidth',mh:\"0\"});if (window.RS_MODULES!==undefined && window.RS_MODULES.modules!==undefined && window.RS_MODULES.modules[\"revslider111\"]!==undefined) {window.RS_MODULES.modules[\"revslider111\"].once = false;window.revapi11 = undefined;if (window.RS_MODULES.checkMinimal!==undefined) window.RS_MODULES.checkMinimal()}\n\t\t\t\t<\/script>\n\t\t\t<\/rs-module-wrap>\n\t\t\t<!-- END REVOLUTION SLIDER -->\n\n<p>[\/vc_column][\/vc_row][vc_row el_class=&#8221;uni-section-l&#8221;][vc_column el_class=&#8221;container&#8221;][vc_row_inner el_class=&#8221;row&#8221;][vc_column_inner el_class=&#8221;col-sm-12 col-lg-8&#8243; 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background-size:cover; background-position:top;\"><\/div><\/a><img decoding=\"async\" style=\"display:none;\" class=\"img-fluid uni-hidden-img\" src=\"https:\/\/www.univest.us\/wp-content\/uploads\/2020\/01\/Edric-Guo-300x300.jpg\" alt=\"\"><div class=\"b-content\"><h4>\u90ed\u6613<\/h4><div class=\"team-post\">\u4e3b\u5e2d\u3001\u9996\u5e2d\u6267\u884c\u5b98\u3001\u6295\u8d44\u94f6\u884c\u90e8\u4e3b\u7ba1<\/div><a href=\"#\" data-toggle=\"modal\" data-target=\"#exampleModal\">\u4e86\u89e3\u66f4\u591a<\/a><div class=\"team-desc\" style=\"display:none;\"><p data-start=\"1057\" data-end=\"1137\"><strong data-start=\"1057\" data-end=\"1077\">\u90ed\u6613\u5148\u751f<\/strong>\u73b0\u4efb\u7f8e\u56fd\u4e07\u901a\u8bc1\u5238\u9996\u5e2d\u6267\u884c\u5b98\u517c\u6295\u884c\u90e8\u603b\u76d1\u3002\u4ed6\u662f\u6d3b\u8dc3\u4e8e\u4e9a\u592a\u4e0e\u5317\u7f8e\u5e02\u573a\u3001\u5177\u6709\u5e7f\u6cdb\u5ba2\u6237\u57fa\u7840\u7684\u591a\u5143\u5316\u6295\u884c\u4e13\u5bb6\u4e4b\u4e00\u3002<\/p>\r\n<p data-start=\"1139\" data-end=\"1256\">\u90ed\u5148\u751f\u5728\u94f6\u884c\u4e0e\u8d44\u672c\u5e02\u573a\u9886\u57df\u62e5\u6709\u8d85\u8fc715\u5e74\u7684\u4e30\u5bcc\u7ecf\u9a8c\uff0c\u4e3b\u5bfc\u5b8c\u6210\u4e86\u603b\u989d\u903e10\u4ebf\u7f8e\u5143\u7684\u5404\u7c7b\u4ea4\u6613\uff0c\u6db5\u76d6\u79c1\u52df\u878d\u8d44\u3001\u9996\u6b21\u516c\u5f00\u52df\u80a1\uff08IPO\uff09\u3001\u589e\u53d1\u3001\u6ce8\u518c\u76f4\u63a5\u53d1\u884c\uff08Registered Direct Offerings\uff09\u3001SPAC\u4ee5\u53ca\u5e76\u8d2d\u7b49\u591a\u4e2a\u9886\u57df\u3002<\/p>\r\n<p data-start=\"1258\" data-end=\"1341\">\u81ea\u52a0\u5165\u4e07\u901a\u8bc1\u5238\u4ee5\u6765\uff0c\u90ed\u5148\u751f\u5e26\u9886\u516c\u53f8\u6210\u957f\u4e3a\u4e00\u5bb6\u5168\u9762\u670d\u52a1\u7684\u5168\u7403\u6295\u884c\u4e0e\u5206\u9500\u5e73\u53f0\uff0c\u4e1a\u52a1\u8986\u76d6\u6295\u8d44\u94f6\u884c\u3001\u80a1\u6743\u4e0e\u503a\u5238\u8d44\u672c\u5e02\u573a\u3001\u673a\u6784\u9500\u552e\u3001\u9ad8\u51c0\u503c\u96f6\u552e\u4ea4\u6613\u4ee5\u53ca\u7814\u7a76\u5206\u6790\u7b49\u591a\u4e2a\u677f\u5757\u3002<\/p>\r\n<p data-start=\"1343\" data-end=\"1400\">\u4ed6\u6bd5\u4e1a\u4e8e\u4e0d\u5217\u98a0\u54e5\u4f26\u6bd4\u4e9a\u5927\u5b66\uff0c\u83b7\u5f97\u91d1\u878d\u4e0e\u623f\u5730\u4ea7\u53cc\u5b66\u58eb\u5b66\u4f4d\uff0c\u5e76\u6301\u6709FINRA\u7b2c3\u30017\u300124\u300166\u300179\u548c99\u53f7\u4ece\u4e1a\u8d44\u683c\u6ce8\u518c\u3002<\/p><\/div><\/div><\/div><\/div><div class=\"col-sm-6 col-lg-3 rlr10\"><div class=\"box box-team small-p box-modal-team\"><a href=\"#\" data-toggle=\"modal\" data-target=\"#exampleModal\"><div class=\"media-md\" style=\"background:url(https:\/\/www.univest.us\/wp-content\/uploads\/2022\/01\/Bradley-Richmond-600x600.jpg); background-size:cover; background-position:top;\"><\/div><\/a><img decoding=\"async\" style=\"display:none;\" class=\"img-fluid uni-hidden-img\" src=\"https:\/\/www.univest.us\/wp-content\/uploads\/2022\/01\/Bradley-Richmond-300x300.jpg\" alt=\"\"><div class=\"b-content\"><h4>\u5e03\u62c9\u5fb7\u5229\u00b7\u91cc\u5947\u8499<\/h4><div class=\"team-post\">\u9996\u5e2d\u8fd0\u8425\u5b98\uff0c\u6295\u8d44\u94f6\u884c\u90e8\u8054\u5e2d\u4e3b\u7ba1<\/div><a href=\"#\" data-toggle=\"modal\" data-target=\"#exampleModal\">\u4e86\u89e3\u66f4\u591a<\/a><div class=\"team-desc\" style=\"display:none;\">\u6bd5\u4e1a\u4e8e\u7ebd\u7ea6Albany\u2f24\u5b66\uff0c\u5e03\u62c9\u5fb7\u5229\u5148\u2f63\u6709\u7740\u4e30\u5bcc\u7684\u6295\u8d44\u94f6\u2f8f\u3001\u673a\u6784\u9500\u552e\u4ee5\u53ca\u4ea4\u6613\u7ecf\u9a8c\u3002\u5728\u52a0\u2f0a\u4e07\u901a\u4e4b\u524d\uff0cRichmond\u5148\u2f63\u66fe\u4f5c\u4e3a\u8463\u4e8b\u603b\u7ecf\u7406\u4efb\u804c\u4e8eWestpark Capital\u4ee5\u53ca\u4f5c\u4e3a\u4e3b\u7ba1\u673a\u6784\u9500\u552e\u7684\u8463\u4e8b\u603b\u7ecf\u7406\u4efb\u804c\u4e8eNewport Coast\u8bc1\u5238\u3002\u57282009\u53ca2011\u5e74\u95f4\u4e5f\u66fe\u4f5c\u4e3a\u673a\u6784\u9500\u552e\u526f\u603b\u88c1\u4efb\u804c\u5f53\u65f6\u98ce\u9761\u2f00\u65f6\u7684\u7f8e\u56fd\u6295\u2f8fRodman &amp; Renshaw\u3002\r\n\r\n\u5e03\u62c9\u5fb7\u5229\u5148\u2f63\u6301\u6709 FINRA Series 7\u300114\u300124\u300155\u300157\u300163 \u548c 79 \u4ece\u4e1a\u8d44\u683c\u6ce8\u518c\u6267\u7167\u3002<\/div><\/div><\/div><\/div><div class=\"col-sm-6 col-lg-3 rlr10\"><div class=\"box box-team small-p box-modal-team\"><a href=\"#\" data-toggle=\"modal\" data-target=\"#exampleModal\"><div class=\"media-md\" style=\"background:url(https:\/\/www.univest.us\/wp-content\/uploads\/2024\/11\/Scarlett-Fan-600x600.jpg); background-size:cover; background-position:top;\"><\/div><\/a><img decoding=\"async\" style=\"display:none;\" class=\"img-fluid uni-hidden-img\" src=\"https:\/\/www.univest.us\/wp-content\/uploads\/2024\/11\/Scarlett-Fan-300x300.jpg\" alt=\"\"><div class=\"b-content\"><h4>\u8303\u6615\u73a5<\/h4><div class=\"team-post\">\u9996\u5e2d\u8d22\u52a1\u5b98<\/div><a href=\"#\" data-toggle=\"modal\" data-target=\"#exampleModal\">\u4e86\u89e3\u66f4\u591a<\/a><div class=\"team-desc\" style=\"display:none;\">\u8303\u5973\u58eb\u6bd5\u4e1a\u4e8e\u7ebd\u7ea6\u5927\u5b66\u7efc\u5408\u8425\u9500\u4e13\u4e1a\uff0c\u5979\u83b7\u5f97\u4e86\u7ebd\u7ea6\u5927\u5b66\u7efc\u5408\u8425\u9500\u4e13\u4e1a\u7684\u7855\u58eb\u5b66\u4f4d\uff0c\u5e76\u5728\u585e\u987f\u970d\u5c14\u5927\u5b66\u53f2\u8fea\u6587\u5546\u5b66\u9662\u83b7\u5f97\u91d1\u878d\u5b66\u5b66\u58eb\u5b66\u4f4d\u3002\u5979\u5728\u5ba2\u6237\u7ba1\u7406\u3001\u79c1\u4eba\u9500\u552e\u548c\u80a1\u7968\u4ea4\u6613\u7b49\u65b9\u9762\u6709\u4e30\u5bcc\u7684\u7ecf\u9a8c\u3002\u8303\u5973\u58eb\u6301\u6709FINRA\u7b2c4\u30017\u300127 \u548c 63\u53f7\u4ece\u4e1a\u8d44\u683c\u6ce8\u518c\u3002<\/div><\/div><\/div><\/div><div class=\"col-sm-6 col-lg-3 rlr10\"><div class=\"box box-team small-p box-modal-team\"><a href=\"#\" data-toggle=\"modal\" data-target=\"#exampleModal\"><div class=\"media-md\" style=\"background:url(https:\/\/www.univest.us\/wp-content\/uploads\/2025\/02\/Hans-Ge-600x600.jpg); background-size:cover; background-position:top;\"><\/div><\/a><img decoding=\"async\" style=\"display:none;\" class=\"img-fluid uni-hidden-img\" src=\"https:\/\/www.univest.us\/wp-content\/uploads\/2025\/02\/Hans-Ge-300x300.jpg\" alt=\"\"><div class=\"b-content\"><h4>\u845b\u6653\u51ac<\/h4><div class=\"team-post\">\u6295\u8d44\u94f6\u884c\u90e8\u8463\u4e8b\u603b\u7ecf\u7406<\/div><a href=\"#\" data-toggle=\"modal\" data-target=\"#exampleModal\">\u4e86\u89e3\u66f4\u591a<\/a><div class=\"team-desc\" style=\"display:none;\"><p data-start=\"0\" data-end=\"84\">\u845b\u5148\u751f\u62c5\u4efb\u7f8e\u56fd\u4e07\u901a\u8bc1\u5238\u6295\u8d44\u94f6\u884c\u90e8\u7684\u8463\u4e8b\u603b\u7ecf\u7406\uff0c\u62e5\u6709\u8d85\u8fc710\u5e74\u7684\u8bc1\u5238\u3001\u8d44\u672c\u5e02\u573a\u53ca\u516c\u53f8\u6cd5\u5f8b\u5e08\u7ecf\u9a8c\u3002\u5176\u6267\u4e1a\u9886\u57df\u6db5\u76d6\u516c\u5f00\u52df\u80a1\u3001\u79c1\u52df\u878d\u8d44\u4ea4\u6613\u3001\u5e76\u8d2d\u4ea4\u6613\u3001\u8bc1\u5238\u6cd5\u5408\u89c4\u53ca\u4f01\u4e1a\u7ba1\u63a7\u3002<\/p>\r\n<p data-start=\"86\" data-end=\"307\">\u4ed6\u5728\u8d44\u672c\u5e02\u573a\u4ea4\u6613\u7684\u7ed3\u6784\u8bbe\u8ba1\u53ca\u6267\u884c\u65b9\u9762\u5177\u6709\u4e30\u5bcc\u7ecf\u9a8c\uff0c\u5305\u62ecIPO\u3001\u4e0a\u5e02\u5347\u7ea7\u3001\u540e\u7eed\u53d1\u884c\u3001\u6ce8\u518c\u76f4\u63a5\u53d1\u884c\u3001\u975e\u516c\u5f00\u8425\u9500\u516c\u52df\u3001\u6709\u4ef7\u8bc1\u5238\u5e02\u573a\u53d1\u884c\u3001PIPE\u878d\u8d44\u3001\u503a\u52a1\u53d1\u884c\u3001SPAC\uff08\u5305\u62ecIPO\u53cadeSPAC\u4ea4\u6613\uff09\u3001\u80a1\u6743\u989d\u5ea6\u4ea4\u6613\u53ca\u8de8\u5883\u8bc1\u5238\u53d1\u884c\u7b49\u3002<\/p>\r\n<p data-start=\"309\" data-end=\"409\" data-is-last-node=\"\">\u5728\u52a0\u5165\u7f8e\u56fd\u4e07\u901a\u8bc1\u5238\u4e4b\u524d\uff0c\u845b\u5148\u751f\u66fe\u62c5\u4efbGoodwin Procter LLP\u3001Sullivan Worcester LLP\u53caEllenoff Grossman &amp; Schole LLP\u5f8b\u6240\u7684\u9ad8\u7ea7\u5f8b\u5e08\u3002<\/p>\r\n<p data-start=\"309\" data-end=\"409\" data-is-last-node=\"\">\u845b\u5148\u751f\u6301\u6709FINRA\u7b2c7\u548c63\u53f7\u4ece\u4e1a\u8d44\u683c\u6ce8\u518c\u3002<\/p><\/div><\/div><\/div><\/div><div class=\"col-sm-6 col-lg-3 rlr10\"><div class=\"box box-team small-p box-modal-team\"><a href=\"#\" data-toggle=\"modal\" data-target=\"#exampleModal\"><div class=\"media-md\" style=\"background:url(https:\/\/www.univest.us\/wp-content\/uploads\/2020\/05\/Scott-Madison-600x600.jpg); background-size:cover; background-position:top;\"><\/div><\/a><img decoding=\"async\" style=\"display:none;\" class=\"img-fluid uni-hidden-img\" src=\"https:\/\/www.univest.us\/wp-content\/uploads\/2020\/05\/Scott-Madison-300x300.jpg\" alt=\"\"><div class=\"b-content\"><h4>\u65af\u79d1\u7279\u00b7\u9ea6\u8fea\u900a<\/h4><div class=\"team-post\">\u8d44\u672c\u5e02\u573a\u90e8\u8463\u4e8b\u603b\u7ecf\u7406<\/div><a href=\"#\" data-toggle=\"modal\" data-target=\"#exampleModal\">\u4e86\u89e3\u66f4\u591a<\/a><div class=\"team-desc\" style=\"display:none;\">\u5728\u52a0\u5165\u4e07\u901a\u8bc1\u5238\u4e4b\u524d\uff0c\u65af\u79d1\u7279\u5148\u751f\u4e8e2015\u5e74\u52a0\u5165Aegis Capital Corp.\uff0c\u62c5\u4efb\u5168\u7403\u80a1\u7968\u8d44\u672c\u5e02\u573a\u56e2\u961f\u7684\u91cd\u8981\u6210\u5458\u3002\u81ea\u52a0\u5165Aegis\u4ee5\u6765\uff0c\u65af\u79d1\u7279\u5148\u751f\u66fe\u4ee5\u9996\u5e2d\u7ecf\u7406\u3001\u8054\u5408\u7ecf\u7406\u548c\u94f6\u56e2\u6210\u5458\u7684\u8eab\u4efd\u5e2e\u52a9\u4fc3\u6210\u4e86\u8d85\u8fc710\u4ebf\u7f8e\u5143\u7684\u8d44\u672c\u5e02\u573a\u4ea4\u6613\u3002\u4ed6\u4e4b\u524d\u5728\u5168\u7403\u80a1\u7968\u8d44\u672c\u5e02\u573a\u7684\u5de5\u4f5c\u7ecf\u9a8c\u4f7f\u4ed6\u80fd\u591f\u4e3a\u5168\u7403\u673a\u6784\u5ba2\u6237\u63d0\u4f9b\u9ad8\u8d28\u91cf\u7684\u6218\u7565\u5efa\u8bae\u548c\u6295\u8d44\u89e3\u51b3\u65b9\u6848\u3002\u4ed6\u7684\u5de5\u4f5c\u91cd\u70b9\u4e3b\u8981\u662f\u4e3a\u4e2d\u5c0f\u578b\u79c1\u8425\/\u4e0a\u5e02\u516c\u53f8\u7b79\u96c6\u8d44\u91d1\uff0c\u5e76\u7528\u4e8e\u6295\u8d44\u9996\u6b21\u516c\u5f00\u53d1\u884c\u548c\u4e8c\u6b21\u53d1\u884c\u3002\u65af\u79d1\u7279\u5148\u751f\u8fd8\u66fe\u5728Cantor Fitzgerald\u516c\u53f8\u7684\u5229\u7387\u9500\u552e\u548c\u4ea4\u6613\u90e8\u5de5\u4f5c\u3002\u65af\u79d1\u7279\u5148\u751f\u6301\u6709FINRA\u7b2c7\u548c63\u53f7\u4ece\u4e1a\u8d44\u683c\u6ce8\u518c\u3002<\/div><\/div><\/div><\/div><div class=\"col-sm-6 col-lg-3 rlr10\"><div class=\"box box-team small-p box-modal-team\"><a href=\"#\" data-toggle=\"modal\" data-target=\"#exampleModal\"><div class=\"media-md\" style=\"background:url(https:\/\/www.univest.us\/wp-content\/uploads\/2024\/11\/Quinn-Qin-600x600.jpg); background-size:cover; background-position:top;\"><\/div><\/a><img decoding=\"async\" style=\"display:none;\" class=\"img-fluid uni-hidden-img\" src=\"https:\/\/www.univest.us\/wp-content\/uploads\/2024\/11\/Quinn-Qin-300x300.jpg\" alt=\"\"><div class=\"b-content\"><h4>\u79e6\u6797<\/h4><div class=\"team-post\">\u6295\u8d44\u94f6\u884c\u90e8\u8463\u4e8b\u603b\u7ecf\u7406<\/div><a href=\"#\" data-toggle=\"modal\" data-target=\"#exampleModal\">\u4e86\u89e3\u66f4\u591a<\/a><div class=\"team-desc\" style=\"display:none;\"><p class=\"\" data-start=\"27\" data-end=\"147\">\u79e6\u5973\u58eb\u662f\u4e00\u4f4d\u7ecf\u9a8c\u4e30\u5bcc\u7684\u6295\u8d44\u94f6\u884c\u5bb6\uff0c\u81ea2019\u5e74\u8d77\u5c31\u804c\u4e8eUnivest Securities\uff0c\u4e00\u76f4\u662f\u516c\u53f8\u4e2d\u7684\u5173\u952e\u6210\u5458\u3002\u5979\u53c2\u4e0e\u7684\u4ea4\u6613\u603b\u989d\u5df2\u8d85\u8fc710\u4ebf\u7f8e\u5143\uff0c\u6db5\u76d6\u591a\u79cd\u91d1\u878d\u5de5\u5177\uff0c\u4e13\u6ce8\u4e8e\u4e9a\u592a\u5730\u533a\u4e1a\u52a1\uff0c\u662f\u516c\u53f8\u4e3b\u8981\u7684\u6295\u884c\u8d1f\u8d23\u4eba\u4e4b\u4e00\u3002<\/p>\r\n<p class=\"\" data-start=\"149\" data-end=\"239\">\u5979\u5728\u9996\u6b21\u516c\u5f00\u52df\u80a1\uff08IPO\uff09\u3001\u79c1\u52df\u878d\u8d44\u3001\u589e\u53d1\uff08Follow-on Offering\uff09\u53ca\u5b9a\u5411\u589e\u53d1\uff08Registered Direct\uff09\u7b49\u9879\u76ee\u4e2d\u53d1\u6325\u7740\u6838\u5fc3\u4f5c\u7528\uff0c\u8d1f\u8d23\u9879\u76ee\u7684\u6267\u884c\u4e0e\u627f\u9500\u5de5\u4f5c\u3002<\/p>\r\n<p class=\"\" data-start=\"241\" data-end=\"352\">\u79e6\u5973\u58eb\u7cbe\u901a\u4e2d\u82f1\u6587\uff0c\u5df2\u4e8e2023\u5e74\u53d6\u5f97\u7f8e\u56fd\u8bc1\u5238\u4e1a\u6ce8\u518c24\u53f7\u6267\u7167\uff08Series 24\uff09\uff0c\u5177\u5907\u76d1\u7ba1\u548c\u7ba1\u7406\u6295\u8d44\u94f6\u884c\u90e8\u7684\u8d44\u683c\u3002\u5728\u52a0\u5165Univest\u4e4b\u524d\uff0c\u5979\u66fe\u5728\u591a\u5bb6\u91d1\u878d\u673a\u6784\u4ece\u4e8b\u80a1\u7968\u7814\u7a76\u3001\u8d22\u5bcc\u7ba1\u7406\u53ca\u98ce\u9669\u7ba1\u7406\u7b49\u5de5\u4f5c\uff0c\u79ef\u7d2f\u4e86\u4e30\u5bcc\u7684\u884c\u4e1a\u7ecf\u9a8c\u3002<\/p>\r\n<p data-start=\"241\" data-end=\"352\">\u79e6\u5973\u58eb\u6301\u6709FINRA\u7b2c7\u300124\u548c63\u53f7\u4ece\u4e1a\u8d44\u683c\u6ce8\u518c\u3002<\/p><\/div><\/div><\/div><\/div><div class=\"col-sm-6 col-lg-3 rlr10\"><div class=\"box box-team small-p box-modal-team\"><a href=\"#\" data-toggle=\"modal\" data-target=\"#exampleModal\"><div class=\"media-md\" style=\"background:url(https:\/\/www.univest.us\/wp-content\/uploads\/2020\/03\/James-Jang-600x600.jpg); background-size:cover; background-position:top;\"><\/div><\/a><img decoding=\"async\" style=\"display:none;\" class=\"img-fluid uni-hidden-img\" src=\"https:\/\/www.univest.us\/wp-content\/uploads\/2020\/03\/James-Jang-300x300.jpg\" alt=\"\"><div class=\"b-content\"><h4>\u8a79\u59c6\u65af\u00b7\u5f20<\/h4><div class=\"team-post\">\u8d44\u672c\u5e02\u573a\u90e8\u8463\u4e8b\u603b\u7ecf\u7406<\/div><a href=\"#\" data-toggle=\"modal\" data-target=\"#exampleModal\">\u4e86\u89e3\u66f4\u591a<\/a><div class=\"team-desc\" style=\"display:none;\">\u5f20\u5148\u751f\u4e8e2020\u5e74\u52a0\u5165\u4e07\u901a\u8bc1\u5238\u4f5c\u4e3a\u884c\u7814\u90e8\u603b\u76d1\uff0c\u6700\u8fd1\u6210\u4e3a\u8d44\u672c\u5e02\u573a\u90e8\u603b\u76d1\u3002\u5728\u52a0\u5165\u4e07\u901a\u4e4b\u524d\uff0c\u5f20\u5148\u751f\u66fe\u5728Aegis Capital\u3001Maxim Group\u4ee5\u53caCanaccord Genuity\u9886\u8854\u8be5\u516c\u53f8\u7684\u5de5\u4e1a\u3001\u57fa\u7840\u8bbe\u65bd\u4ee5\u53ca\u53ef\u518d\u751f\u80fd\u6e90\u79d1\u6280\u7684\u884c\u7814\u5de5\u4f5c\u3002\u5728\u52a0\u5165\u5356\u65b9\u884c\u7814\u4e4b\u524d\uff0c\u5f20\u5148\u751f\u66fe\u5728\u97e9\u56fd\u9996\u5c14\u7684Meriel Partners\u4f5c\u4e3a\u4e00\u540d\u6295\u884c\u5bb6\u4e3b\u8425\u822a\u5929\u822a\u7a7a\u4ee5\u53ca\u56fd\u9645\u6d77\u8fd0\uff0c\u5e76\u5728DeltaPoint Capital Management \u62c5\u4efb\u79c1\u52df\u80a1\u6743\u5408\u4f19\u4eba\u3002\r\n\r\n\u5f20\u5148\u751f\u62e5\u6709\u7f57\u5f7b\u65af\u7279\u5927\u5b66MBA\u5b66\u4f4d\u4ee5\u53ca\u5bbe\u5384\u59c6\u987f\u5927\u5b66\u7684\u5b66\u58eb\u5b66\u4f4d\u3002\u5f20\u5148\u751f\u6301\u6709FINRA\u7b2c7\u300124\u300163\u300186\u548c87\u53f7\u4ece\u4e1a\u8d44\u683c\u6ce8\u518c\u3002<\/div><\/div><\/div><\/div><div class=\"col-sm-6 col-lg-3 rlr10\"><div class=\"box box-team small-p box-modal-team\"><a href=\"#\" data-toggle=\"modal\" data-target=\"#exampleModal\"><div class=\"media-md\" style=\"background:url(https:\/\/www.univest.us\/wp-content\/uploads\/2022\/01\/Octo-Zhang-600x600.png); background-size:cover; background-position:top;\"><\/div><\/a><img decoding=\"async\" style=\"display:none;\" class=\"img-fluid uni-hidden-img\" src=\"https:\/\/www.univest.us\/wp-content\/uploads\/2022\/01\/Octo-Zhang-300x300.png\" alt=\"\"><div class=\"b-content\"><h4>\u5f20\u5b87\u7080<\/h4><div class=\"team-post\">\u8d44\u672c\u5e02\u573a\u90e8\u526f\u603b\u7ecf\u7406<\/div><a href=\"#\" data-toggle=\"modal\" data-target=\"#exampleModal\">\u4e86\u89e3\u66f4\u591a<\/a><div class=\"team-desc\" style=\"display:none;\">\u5f20\u5148\u2f63\u6709\u7740\u4e30\u5bcc\u7684\u8d22\u5bcc\u7ba1\u7406\u4ee5\u53ca\u8d44\u672c\u5e02\u573a\u8fd0\u4f5c\u7ecf\u9a8c\u3002\u83b7\u5f97MBA\u5b66\u4f4d\u540e\uff0c\u5f20\u5148\u751f\u5148\u540e\u4efb\u804c\u4e8e\u6c47\u4e30\u94f6\u2f8f\u4ee5\u53caUBS\u745e\u94f6\u6295\u8d44\u94f6\u2f8f\uff0c\u4e8e2018\u5e74\u6b63\u5f0f\u52a0\u2f0a\u4e07\u901a\u8bc1\u5238\u4e4b\u524d\u66fe\u662f\u7f8e\u56fd\u5fae\u5149\u8d44\u672c\u7684\u8054\u5408\u521b\u59cb\u2f08\u53ca\u6267\u2f8f\u603b\u88c1\uff0c\u52a0\u2f0a\u4e07\u901a\u6295\u2f8f\u90e8\u540e\u4e3b\u8981\u8d1f\u8d23\u4e9a\u592a\u5730\u533a\u8d44\u672c\u5e02\u573a\u5f00\u53d1\u548c\u843d\u5730\u3002\r\n\r\n\u5f20\u5148\u751f\u672c\u79d1\u6bd5\u4e1a\u4e8e\u7f8e\u56fd\u96ea\u57ce\u2f24\u5b66\u4e4b\u540e\u53d6\u5f97\u7ea6\u7ff0\u970d\u666e\u2fa6\u65af\u2f24\u5b66\u7684MBA\u5b66\u4f4d\uff0c\u5e76\u6301\u6709FINRA\u7b2c7\u53f7\u4ece\u4e1a\u8d44\u683c\u6ce8\u518c\u3002<\/div><\/div><\/div><\/div><div class=\"col-sm-6 col-lg-3 rlr10\"><div class=\"box box-team small-p box-modal-team\"><a href=\"#\" data-toggle=\"modal\" data-target=\"#exampleModal\"><div class=\"media-md\" style=\"background:url(https:\/\/www.univest.us\/wp-content\/uploads\/2025\/04\/Azem-Nesimi-600x600.png); background-size:cover; background-position:top;\"><\/div><\/a><img decoding=\"async\" style=\"display:none;\" class=\"img-fluid uni-hidden-img\" src=\"https:\/\/www.univest.us\/wp-content\/uploads\/2025\/04\/Azem-Nesimi-300x300.png\" alt=\"\"><div class=\"b-content\"><h4>\u963f\u6cfd\u59c6\u00b7\u5185\u897f\u7c73<\/h4><div class=\"team-post\">\u8d44\u672c\u5e02\u573a\u90e8\u526f\u603b\u7ecf\u7406<\/div><a href=\"#\" data-toggle=\"modal\" data-target=\"#exampleModal\">\u4e86\u89e3\u66f4\u591a<\/a><div class=\"team-desc\" style=\"display:none;\">\u5728\u91d1\u878d\u884c\u4e1a\u62e5\u6709\u903e\u5341\u5e74\u6210\u529f\u7ecf\u9a8c\u7684\u5185\u897f\u7c73\u5148\u751f\uff0c\u662f\u4e00\u4f4d\u5145\u6ee1\u6d3b\u529b\u3001\u6ce8\u91cd\u56e2\u961f\u5408\u4f5c\u7684\u4e13\u4e1a\u4eba\u58eb\uff0c\u64c5\u957f\u53d1\u6398\u6295\u8d44\u673a\u4f1a\u3002\u4ed6\u5728\u7ba1\u7406\u9500\u552e\u56e2\u961f\u65b9\u9762\u7684\u4e30\u5bcc\u7ecf\u9a8c\uff0c\u78e8\u7ec3\u4e86\u5176\u9886\u5bfc\u80fd\u529b\uff0c\u4f7f\u4ed6\u80fd\u591f\u901a\u8fc7\u534f\u4f5c\u4e0e\u6218\u7565\u6267\u884c\u5b9e\u73b0\u5353\u8d8a\u6210\u679c\u3002\r\n\r\n\u5728\u534e\u5c14\u8857\u7684\u804c\u4e1a\u751f\u6daf\u4e2d\uff0c\u5185\u897f\u7c73\u5148\u751f\u4e3b\u8981\u670d\u52a1\u4e8e\u8d85\u9ad8\u51c0\u503c\u7684\u96f6\u552e\u5ba2\u6237\uff0c\u51ed\u501f\u4e00\u8d2f\u8d85\u8d8a\u9884\u671f\u3001\u4e3a\u6295\u8d44\u8005\u6301\u7eed\u521b\u9020\u4ef7\u503c\u7684\u8868\u73b0\uff0c\u8d62\u5f97\u4e86\u826f\u597d\u58f0\u8a89\u3002\u5982\u4eca\uff0c\u5185\u897f\u7c73\u5148\u751f\u5c06\u81ea\u5df1\u7684\u4e13\u4e1a\u77e5\u8bc6\u4e0e\u70ed\u60c5\u5e26\u5165\u4e07\u901a\u8bc1\u5238\uff0c\u4f5c\u4e3a\u4e00\u5bb6\u91cd\u89c6\u521b\u65b0\u3001\u56e2\u961f\u5408\u4f5c\u4e0e\u5353\u8d8a\u627f\u8bfa\u7684\u4f01\u4e1a\uff0c\u4ed6\u4e3a\u80fd\u6210\u4e3a\u5176\u4e2d\u4e00\u5458\u611f\u5230\u81ea\u8c6a\u3002\r\n\r\n\u5728\u5de5\u4f5c\u4e4b\u4f59\uff0c\u5185\u897f\u7c73\u5148\u751f\u662f\u4e00\u4f4d\u987e\u5bb6\u7684\u4eba\uff0c\u91cd\u89c6\u5de5\u4f5c\u4e0e\u751f\u6d3b\u7684\u5e73\u8861\u3002\r\n\r\n\u5185\u897f\u7c73\u5148\u751f\u6301\u6709FINRA\u7b2c7\u548c63\u53f7\u4ece\u4e1a\u8d44\u683c\u6ce8\u518c\u3002<\/div><\/div><\/div><\/div><div class=\"col-sm-6 col-lg-3 rlr10\"><div class=\"box box-team small-p box-modal-team\"><a href=\"#\" data-toggle=\"modal\" data-target=\"#exampleModal\"><div class=\"media-md\" style=\"background:url(https:\/\/www.univest.us\/wp-content\/uploads\/2025\/04\/WechatIMG553-600x600.jpg); background-size:cover; background-position:top;\"><\/div><\/a><img decoding=\"async\" style=\"display:none;\" class=\"img-fluid uni-hidden-img\" src=\"https:\/\/www.univest.us\/wp-content\/uploads\/2025\/04\/WechatIMG553-300x300.jpg\" alt=\"\"><div class=\"b-content\"><h4>\u90d1\u4f2f\u806a<\/h4><div class=\"team-post\">\u6295\u8d44\u94f6\u884c\u90e8\u526f\u603b\u7ecf\u7406<\/div><a href=\"#\" data-toggle=\"modal\" data-target=\"#exampleModal\">\u4e86\u89e3\u66f4\u591a<\/a><div class=\"team-desc\" style=\"display:none;\">\u90d1\u5148\u751f\u662f\u4e07\u901a\u8bc1\u5238\u7684\u6295\u8d44\u94f6\u884c\u90e8\u526f\u603b\u7ecf\u7406\uff0c\u62e5\u6709\u5728\u5e76\u8d2d\u3001\u6218\u7565\u54a8\u8be2\u4ee5\u53ca\u79c1\u4eba\u548c\u516c\u5f00\u5e02\u573a\u878d\u8d44\u65b9\u9762\u7684\u4e30\u5bcc\u4e13\u4e1a\u7ecf\u9a8c\u3002\u4ed6\u7cbe\u901a\u4e2d\u6587\u3001\u82f1\u6587\u548c\u65e5\u6587\u3002\u52a0\u5165\u4e07\u901a\u4e4b\u524d\uff0c\u90d1\u5148\u751f\u66fe\u5728\u98ce\u9669\u6295\u8d44\u3001\u79c1\u52df\u80a1\u6743\u548c\u5e76\u8d2d\u9886\u57df\u4efb\u804c\u3002\r\n\r\n\u90d1\u5148\u751f\u62e5\u6709\u54e5\u4f26\u6bd4\u4e9a\u5927\u5b66\u4f01\u4e1a\u98ce\u9669\u7ba1\u7406\u7855\u58eb\u5b66\u4f4d\u4ee5\u53ca\u51ef\u65af\u897f\u50a8\u5927\u5b66\u91d1\u878d\u5b66\u5b66\u58eb\u5b66\u4f4d\uff0c\u5e76\u6301\u6709FINRA\u7cfb\u52177\u300163\u548c79\u53f7\u4ece\u4e1a\u8d44\u683c\u6ce8\u518c\u3002<\/div><\/div><\/div><\/div><div class=\"col-sm-6 col-lg-3 rlr10\"><div class=\"box box-team small-p box-modal-team\"><a href=\"#\" data-toggle=\"modal\" data-target=\"#exampleModal\"><div class=\"media-md\" style=\"background:url(https:\/\/www.univest.us\/wp-content\/uploads\/2021\/06\/Charlie-Poulin-600x600.jpg); background-size:cover; background-position:top;\"><\/div><\/a><img decoding=\"async\" style=\"display:none;\" class=\"img-fluid uni-hidden-img\" src=\"https:\/\/www.univest.us\/wp-content\/uploads\/2021\/06\/Charlie-Poulin-300x300.jpg\" alt=\"\"><div class=\"b-content\"><h4>\u67e5\u5c14\u65af\u00b7\u6ce2\u6797<\/h4><div class=\"team-post\">\u8d44\u672c\u5e02\u573a\u90e8\u526f\u603b\u7ecf\u7406<\/div><a href=\"#\" data-toggle=\"modal\" data-target=\"#exampleModal\">\u4e86\u89e3\u66f4\u591a<\/a><div class=\"team-desc\" style=\"display:none;\"><p data-start=\"25\" data-end=\"180\">Charles\u4e8e2020\u5e74\u52a0\u5165Univest\u8bc1\u5238\u516c\u53f8\uff0c\u73b0\u4efb\u8d44\u672c\u5e02\u573a\u90e8\u526f\u603b\u88c1\uff0c\u8d1f\u8d23\u5305\u62ec\u9996\u6b21\u516c\u5f00\u52df\u80a1\uff08IPO\uff09\u3001\u589e\u53d1\uff08Follow-on Offerings\uff09\u3001\u5b9a\u5411\u589e\u53d1\uff08CMPO\uff09\u3001\u79c1\u52df\u6295\u8d44\u516c\u5f00\u53d1\u884c\uff08PIPE\uff09\u4ee5\u53ca\u6ce8\u518c\u76f4\u63a5\u53d1\u884c\uff08Registered Direct Offerings\uff09\u5728\u5185\u7684\u5404\u7c7b\u878d\u8d44\u4ea4\u6613\u7684\u6267\u884c\u5de5\u4f5c\u3002<\/p>\r\n<p data-start=\"182\" data-end=\"242\">\u5728\u52a0\u5165Univest\u4e4b\u524d\uff0c\u4ed6\u66fe\u5728Aegis Capital\u62c5\u4efb\u5ba2\u6237\u7ecf\u7406\uff08Account Executive\uff09\u8fbe\u4e03\u5e74\u4e4b\u4e45\u3002<\/p>\r\n<p data-start=\"244\" data-end=\"314\">Charles\u66fe\u5c31\u8bfb\u4e8e\u65b0\u7f55\u5e03\u4ec0\u5c14\u5dde\u7684Holderness School\uff0c\u4ee5\u53ca\u4f4d\u4e8e\u7ebd\u7ea6\u5e02\u7684\u798f\u5766\u83ab\u5927\u5b66\uff08Fordham University\uff09\u3002\u4ed6\u6301\u6709FINRA\u7b2c7\u548c63\u53f7\u4ece\u4e1a\u8d44\u683c\u6ce8\u518c\u3002<\/p><\/div><\/div><\/div><\/div><div class=\"col-sm-6 col-lg-3 rlr10\"><div class=\"box box-team small-p box-modal-team\"><a href=\"#\" data-toggle=\"modal\" data-target=\"#exampleModal\"><div class=\"media-md\" style=\"background:url(https:\/\/www.univest.us\/wp-content\/uploads\/2020\/03\/Evie-Luo-600x600.jpg); background-size:cover; background-position:top;\"><\/div><\/a><img decoding=\"async\" style=\"display:none;\" class=\"img-fluid uni-hidden-img\" src=\"https:\/\/www.univest.us\/wp-content\/uploads\/2020\/03\/Evie-Luo-300x300.jpg\" alt=\"\"><div class=\"b-content\"><h4>\u7f57\u541b\u827a<\/h4><div class=\"team-post\">\u8fd0\u8425\u90e8\u4e3b\u7ba1<\/div><a href=\"#\" data-toggle=\"modal\" data-target=\"#exampleModal\">\u4e86\u89e3\u66f4\u591a<\/a><div class=\"team-desc\" style=\"display:none;\"><p class=\"\" data-start=\"63\" data-end=\"268\">\u7f57\u5973\u58eb\u4e8e2019\u5e745\u6708\u83b7\u5f97\u675c\u514b\u5927\u5b66\u798f\u5e93\u5546\u5b66\u9662\uff08Fuqua School of Business\uff09\u5546\u4e1a\u7ba1\u7406\u7855\u58eb\u5b66\u4f4d\uff0c\u5e76\u62e5\u6709\u7ef4\u514b\u68ee\u6797\u5927\u5b66\u5fc3\u7406\u5b66\u4e0e\u4f20\u64ad\u5b66\u53cc\u5b66\u58eb\u5b66\u4f4d\u3002\u5728\u52a0\u5165\u4e07\u901a\u8bc1\u5238\u4e4b\u524d\uff0c\u7f57\u5973\u58eb\u66fe\u4e8e\u5927\u5b66\u671f\u95f4\u5728\u65b0\u4e1c\u65b9\u6559\u80b2\u79d1\u6280\u96c6\u56e2\u62c5\u4efb\u5e02\u573a\u7814\u7a76\u5458\uff0c\u5e76\u5728\u5317\u4eac\u7684\u4e2d\u56fd\u5149\u5927\u94f6\u884c\u603b\u884c\u79ef\u7d2f\u4e86\u5b9d\u8d35\u7684\u91d1\u878d\u884c\u4e1a\u7ecf\u9a8c\u3002\u7f57\u5973\u58eb\u5728\u4f01\u4e1a\u7ba1\u7406\u3001\u4e1a\u52a1\u8fd0\u8425\u3001\u6295\u8d44\u8005\u5173\u7cfb\u3001\u8d44\u672c\u5e02\u573a\u3001\u516c\u5173\u4f20\u64ad\u53ca\u4eba\u529b\u8d44\u6e90\u7b49\u591a\u4e2a\u9886\u57df\u62e5\u6709\u4e30\u5bcc\u7684\u5b9e\u6218\u7ecf\u9a8c\u3002\u51ed\u501f\u8de8\u5b66\u79d1\u7684\u77e5\u8bc6\u7ed3\u6784\u548c\u56fd\u9645\u5316\u7684\u89c6\u91ce\uff0c\u5979\u4ee5\u6218\u7565\u601d\u7ef4\u3001\u5353\u8d8a\u7684\u6267\u884c\u529b\u548c\u5f3a\u5927\u7684\u7ec4\u7ec7\u534f\u8c03\u80fd\u529b\u8457\u79f0\uff0c\u64c5\u957f\u5728\u591a\u5143\u5316\u73af\u5883\u4e2d\u63a8\u52a8\u4f01\u4e1a\u7684\u6301\u7eed\u589e\u957f\u4e0e\u53d8\u9769\u3002\u7f57\u5973\u58eb\u5177\u5907\u624e\u5b9e\u7684\u91d1\u878d\u5408\u89c4\u4e0e\u8fd0\u8425\u7ba1\u7406\u80cc\u666f\u3002<\/p>\r\n<p data-start=\"63\" data-end=\"268\">\u7f57\u5973\u58eb\u6301\u6709FINRA\u7b2c7\u548c99\u53f7\u4ece\u4e1a\u8d44\u683c\u6ce8\u518c\u3002<\/p>\r\n<p data-start=\"63\" data-end=\"268\"><\/p><\/div><\/div><\/div><\/div><div class=\"col-sm-6 col-lg-3 rlr10\"><div class=\"box box-team small-p box-modal-team\"><a href=\"#\" data-toggle=\"modal\" data-target=\"#exampleModal\"><div class=\"media-md\" style=\"background:url(https:\/\/www.univest.us\/wp-content\/uploads\/2026\/01\/6394a37b7231a94827f3c8a3e5c7c95-600x600.jpg); background-size:cover; background-position:top;\"><\/div><\/a><img decoding=\"async\" style=\"display:none;\" class=\"img-fluid uni-hidden-img\" src=\"https:\/\/www.univest.us\/wp-content\/uploads\/2026\/01\/6394a37b7231a94827f3c8a3e5c7c95-273x300.jpg\" alt=\"\"><div class=\"b-content\"><h4>\u6770\u5f17\u91cc\u00b7\u83b1\u56e0\u54c8\u8328<\/h4><div class=\"team-post\">\u6295\u8d44\u94f6\u884c\u90e8\u52a9\u7406<\/div><a href=\"#\" data-toggle=\"modal\" data-target=\"#exampleModal\">Learn More<\/a><div class=\"team-desc\" style=\"display:none;\">\u6770\u5f17\u91cc\u00b7\u83b1\u56e0\u54c8\u8328\u5148\u751f\u73b0\u4efb\u4e07\u901a\u8bc1\u5238\u6295\u8d44\u94f6\u884c\u90e8\u52a9\u7406\uff0c\u4e3b\u8981\u4e13\u6ce8\u4e8e\u4e3a\u5c0f\u5e02\u503c\u53ca\u5fae\u5e02\u503c\u516c\u53f8\u63d0\u4f9b\u8d44\u672c\u5e02\u573a\u4ea4\u6613\u652f\u6301\u53ca\u6218\u7565\u987e\u95ee\u670d\u52a1\u3002\u4ed6\u5728\u7ed3\u6784\u6027\u878d\u8d44\u3001\u6ce8\u518c\u76f4\u6295\u4ee5\u53ca\u540e\u7eed\u53d1\u884c\u65b9\u9762\u62e5\u6709\u4e30\u5bcc\u7ecf\u9a8c\uff0c\u5e76\u5177\u5907\u624e\u5b9e\u7684\u4f30\u503c\u5206\u6790\u3001\u4ea4\u6613\u7ed3\u6784\u8bbe\u8ba1\u53ca\u6295\u8d44\u8005\u6c9f\u901a\u57fa\u7840\u3002\u6770\u5f17\u91cc\u6bd5\u4e1a\u4e8e\u6ce2\u58eb\u987f\u5927\u5b66\u594e\u65af\u7279\u7f57\u59c6\u5546\u5b66\u9662\uff0c\u4e3b\u4fee\u91d1\u878d\u5b66\uff0c\u5e76\u6301\u6709 FINRA Series 79 \u53ca Series 63 \u4ece\u4e1a\u8d44\u683c\u8bc1\u4e66\u3002<\/div><\/div><\/div><\/div><div class=\"col-sm-6 col-lg-3 rlr10\"><div class=\"box box-team small-p box-modal-team\"><a href=\"#\" data-toggle=\"modal\" data-target=\"#exampleModal\"><div class=\"media-md\" style=\"background:url(https:\/\/www.univest.us\/wp-content\/uploads\/2025\/04\/WechatIMG549-600x600.jpg); background-size:cover; background-position:top;\"><\/div><\/a><img decoding=\"async\" style=\"display:none;\" class=\"img-fluid uni-hidden-img\" src=\"https:\/\/www.univest.us\/wp-content\/uploads\/2025\/04\/WechatIMG549-300x300.jpg\" alt=\"\"><div class=\"b-content\"><h4>\u8d75\u73ae\u73ae<\/h4><div class=\"team-post\">\u5e02\u573a\u7814\u7a76\u5206\u6790\u5e08<\/div><a href=\"#\" data-toggle=\"modal\" data-target=\"#exampleModal\">\u4e86\u89e3\u66f4\u591a<\/a><div class=\"team-desc\" style=\"display:none;\">\u8d75\u5973\u58eb\u73b0\u4efb\u5e02\u573a\u7814\u7a76\u5206\u6790\u5e08\uff0c\u5177\u5907\u5728\u91d1\u878d\u670d\u52a1\u673a\u6784\u4ece\u4e8b\u5e02\u573a\u5206\u6790\u4e0e\u8fd0\u8425\u76f8\u5173\u5de5\u4f5c\u7684\u7ecf\u9a8c\u3002\u5979\u62e5\u6709\u91d1\u878d\u4e0e\u5e02\u573a\u8425\u9500\u5206\u6790\u80cc\u666f\uff0c\u5e76\u5728\u91d1\u878d\u53ca\u4f01\u4e1a\u5c42\u9762\u7684\u8fd0\u8425\u5b9e\u8df5\u4e2d\u79ef\u7d2f\u4e86\u624e\u5b9e\u7684\u5b9e\u52a1\u7ecf\u9a8c\u3002\u5176\u884c\u4e1a\u7ecf\u9a8c\u6db5\u76d6\u91d1\u878d\u670d\u52a1\u3001\u98df\u54c1\u4f9b\u5e94\u94fe\u53ca\u4ea4\u6613\u9886\u57df\u3002\u8d75\u5973\u58eb\u6bd5\u4e1a\u4e8e\u7ebd\u7ea6\u5927\u5b66\uff0c\u83b7\u5f97\u6574\u5408\u8425\u9500\u7406\u5b66\u7855\u58eb\u5b66\u4f4d\uff0c\u5e76\u53d6\u5f97\u65e7\u91d1\u5c71\u5927\u5b66\u91d1\u878d\u5b66\u7406\u5b66\u5b66\u58eb\u5b66\u4f4d\u3002\u8d75\u5973\u58eb\u6301\u6709FINRA\u7b2c99\u53f7\u4ece\u4e1a\u8d44\u683c\u6ce8\u518c\u3002<\/div><\/div><\/div><\/div><div class=\"col-sm-6 col-lg-3 rlr10\"><div class=\"box box-team small-p box-modal-team\"><a href=\"#\" data-toggle=\"modal\" data-target=\"#exampleModal\"><div class=\"media-md\" style=\"background:url(https:\/\/www.univest.us\/wp-content\/uploads\/2026\/01\/362c936f3053f198b676c355786c741-600x600.png); background-size:cover; background-position:top;\"><\/div><\/a><img decoding=\"async\" style=\"display:none;\" class=\"img-fluid uni-hidden-img\" src=\"https:\/\/www.univest.us\/wp-content\/uploads\/2026\/01\/362c936f3053f198b676c355786c741-295x300.png\" alt=\"\"><div class=\"b-content\"><h4>\u949f\u7075<\/h4><div class=\"team-post\">\u6295\u8d44\u94f6\u884c\u90e8\u526f\u603b\u88c1<\/div><a href=\"#\" data-toggle=\"modal\" data-target=\"#exampleModal\">Learn More<\/a><div class=\"team-desc\" style=\"display:none;\">\u949f\u7075\u5148\u751f\u73b0\u4efb\u7f8e\u56fd\u4e07\u901a\u8bc1\u5238\u6295\u8d44\u94f6\u884c\u90e8\u526f\u603b\u88c1\uff0c\u4e13\u6ce8\u4e8e\u5e76\u8d2d\u4ea4\u6613\u53ca\u6218\u7565\u987e\u95ee\u4e1a\u52a1\uff0c\u670d\u52a1\u8986\u76d6\u591a\u4e2a\u884c\u4e1a\u9886\u57df\u3002\u52a0\u5165\u4e07\u901a\u8bc1\u5238\u4e4b\u524d\uff0c\u949f\u5148\u751f\u66fe\u4efb\u804c\u4e8e Jefferies \u7ebd\u7ea6\u5e76\u8d2d\u90e8\uff0c\u53c2\u4e0e\u5e76\u6267\u884c\u591a\u9879\u5e76\u8d2d\u4ea4\u6613\uff0c\u6db5\u76d6\u4ea4\u6613\u7ed3\u6784\u8bbe\u8ba1\u3001\u4f30\u503c\u5206\u6790\u53ca\u5168\u6d41\u7a0b\u9879\u76ee\u6267\u884c\u3002\r\n\r\n\u949f\u5148\u751f\u5728\u5927\u4e2d\u534e\u533a\u4ea6\u62e5\u6709\u4e30\u5bcc\u7684\u7ba1\u7406\u54a8\u8be2\u4e0e\u4f01\u4e1a\u53d1\u5c55\u7ecf\u9a8c\uff0c\u66fe\u4e3a\u300a\u8d22\u5bcc\u300b500 \u5f3a\u4f01\u4e1a\u63d0\u4f9b\u589e\u957f\u6218\u7565\u652f\u6301\uff0c\u5e76\u53c2\u4e0e\u591a\u9879\u6295\u8d44\u4e0e\u6218\u7565\u8f6c\u578b\u9879\u76ee\u3002\r\n\r\n\u949f\u5148\u751f\u6bd5\u4e1a\u4e8e\u829d\u52a0\u54e5\u5927\u5b66\u5e03\u65af\u5546\u5b66\u9662\uff0c\u83b7\u5de5\u5546\u7ba1\u7406\u7855\u58eb\u5b66\u4f4d\uff0c\u5e76\u8363\u83b7 Booth 1898 \u5956\u5b66\u91d1\u3002\u672c\u79d1\u6bd5\u4e1a\u4e8e\u56fd\u7acb\u53f0\u6e7e\u5927\u5b66\u3002\u73b0\u6301\u6709 FINRA Series 79 \u53ca Series 63 \u6267\u7167\u3002<\/div><\/div><\/div><\/div><\/div>\n<p>[\/vc_column_text][vc_row_inner el_class=&#8221;text-center mt-5&#8243;][vc_column_inner][vc_column_text]<\/p>\n<a href=\"\/transactions\/\" class=\"cta style2\">View All<\/a>\n<p>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row el_class=&#8221;cover&#8221;][vc_column] [\/vc_c [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-880","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.univest.us\/zh-hans\/wp-json\/wp\/v2\/pages\/880","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.univest.us\/zh-hans\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.univest.us\/zh-hans\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.univest.us\/zh-hans\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.univest.us\/zh-hans\/wp-json\/wp\/v2\/comments?post=880"}],"version-history":[{"count":24,"href":"https:\/\/www.univest.us\/zh-hans\/wp-json\/wp\/v2\/pages\/880\/revisions"}],"predecessor-version":[{"id":3225,"href":"https:\/\/www.univest.us\/zh-hans\/wp-json\/wp\/v2\/pages\/880\/revisions\/3225"}],"wp:attachment":[{"href":"https:\/\/www.univest.us\/zh-hans\/wp-json\/wp\/v2\/media?parent=880"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}