Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guosi? Claim Your ProfileGuosi Liu is a registered investment advisor representative with American Fundstars, located in Newport Beach, California. Guosi has been in the industry since May 2022 and has been with American Fundstars for the same period. Guosi's registration with the state of California is in an active status. Guosi Liu holds specializations in four areas, including portfolio management for individuals, businesses, and pooled investment vehicles. Guosi has a previous experience with the World Financial Group as an insurance agent, KW Spectrum Property as a real estate agent, and LoanDepot as a Lead Software Engineer.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
06/13/2022 - Present
American Fundstars (NEWPORT BEACH CA)
Active
Inactive
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