Unclaimed
Anchi Liu is a registered representative with Equitable Advisors, LLC and has been in the securities industry since April 25, 2003. Anchi is currently registered in California, Texas, and Washington. Anchi specializes in financial planning, portfolio management, and pension consulting. Anchi holds Series 7, Series 66, and SIE licenses. Anchi has been with Equitable Advisors, LLC since March 2003.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
07/17/2017 - Present
Equitable Advisors, LLC (IRVINE CA)
BOTH
Issued 05/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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