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Cade Liu

I-Bankers Securities, Inc.

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About Cade Liu

Cade Liu is a financial professional with a focus on investment banking. Cade holds the Series 79 and SIE licenses, and is currently employed by I-Bankers Securities, Inc. Cade has been in the industry since May 2021.

Firm Information

Cade Liu is currently registered with I-Bankers Securities, Inc.. I-Bankers Securities, Inc. is a Corporation that was formed on June 6, 1996. It is approved to operate in all 50 states and the District of Columbia and has a registered office in Alabama.

Not reported

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Cade Liu’s Registration & Firm History

FL

05/31/2021 - Present

I-Bankers Securities, Inc. (BOCA RATON FL)

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Licenses & Designations

BC

Issued 05/29/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 03/27/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 6 public disclosures for Cade Liu. Review regulatory record here.
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