Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jim? Claim Your ProfileJim J Liu is a financial advisor with MML Investors Services, LLC based in Southfield, MI. Jim has been in the financial industry since June 19, 1990. Jim specializes in providing financial planning, asset allocation programs, and educational seminars. Jim is licensed to sell securities in several states including California, Hawaii, Indiana, Michigan, New York, North Carolina, Texas, Virginia, and Washington.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MI
03/25/2017 - Present
MML Investors Services, LLC (Southfield MI)
MI
06/20/1990 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ANN ARBOR MI)
MI
06/20/1990 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ANN ARBOR MI)
BC
Issued 06/14/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/14/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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