Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Liu is a financial advisor with J.P. Morgan Securities LLC. Angela has been in the industry since December 2004 and holds Series 63, Series 65, Series 7 and SIE licenses. Prior to joining J.P. Morgan Securities LLC, Angela worked at Chase Investment Services Corp. and PNC Investments. Angela specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NJ
01/25/2021 - Present
J.p. Morgan Securities LLC (LAKE HIAWATHA NJ)
NJ
08/11/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LAKE HIAWATHA NJ)
NJ
11/20/2006 - 07/22/2008
PNC INVESTMENTS (CEDAR KNOLLS NJ)
NJ
03/04/2004 - 09/07/2006
CHASE INVESTMENT SERVICES CORP. (LAKE HIAWATHA NJ)
NY
09/11/2000 - 02/11/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 11/28/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Angela Liu is the right advisor for you? Invested Better is here to help.
