Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kana? Claim Your ProfileKana Z Liu is an Investment Advisor Representative at Sky Vision Wealth Management Corp.. Kana has been in the financial industry for over 7 years and has a Series 65 license. Kana's areas of specialization include financial planning and portfolio management for individuals. Kana is registered in California and Texas and has a total of 83 client accounts with approximately $112,257,879 in assets under management.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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CA
11/17/2022 - Present
SKY Vision Wealth Management Corp. (IRVINE CA)
IA
Issued 12/26/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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