Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Liet? Claim Your ProfileLiet C. Han is a financial advisor at Ameriprise Financial Services, LLC. Liet is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in the financial services industry. Liet has held previous roles at J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP. Liet is registered with FINRA and holds the Series 7, Series 66, and SIE licenses. Liet is also a registered investment advisor in New Jersey. Liet specializes in working with individuals, high net worth individuals, corporations, and trusts. Liet's services include financial planning, asset allocation, and portfolio 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.
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 services
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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NJ
02/16/2018 - Present
Ameriprise Financial Services, LLC (Hillsborough NJ)
NJ
10/01/2012 - 01/05/2018
J.P. MORGAN SECURITIES LLC (BEDMINSTER NJ)
NJ
12/18/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BEDMINSTER NJ)
NJ
02/19/2004 - 12/14/2009
AMERIPRISE FINANCIAL SERVICES, INC. (PARSIPPANY NJ)
MN
02/19/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
02/07/2002 - 05/09/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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