Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bin? Claim Your ProfileBin Liu is an active investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since November 2015. Bin Liu is currently registered in Connecticut and New Jersey and has passed several professional exams including the Uniform Combined State Law Examination, General Securities Sales Supervisor - Options Module Examination, General Securities Sales Supervisor - General Module Examination, Securities Industry Essentials Examination, and General Securities Representative Examination. Bin Liu has over 1 hour of experience providing investment advice outside of Merrill Lynch, Pierce, Fenner & Smith Inc. to a rental business. Bin Liu specializes in providing investment advice to a variety of clients including insurance companies, charitable organizations, high net worth individuals, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
06/02/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JERSEY CITY NJ)
BOTH
Issued 05/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/07/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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