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Michele Liu

Globalink Securities, Inc.

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About Michele Liu

Michele Liu is a financial professional with over 15 years of experience in the securities industry. She currently holds a Series 6 and Series 63 license and is registered with Globalink Securities, Inc., a brokerage firm based in Fremont, California. Michele has previously worked for MetLife Securities Inc. and Metropolitan Life Insurance Company, both in Foster City, California. Her expertise includes investment company products and variable contracts.

Firm Information

Michele Liu is currently registered with Globalink Securities, Inc.. Globalink Securities, Inc. is a corporation that was formed on January 3, 1992. The firm is registered with the Securities and Exchange Commission and in 27 states.

Not reported

Assets Under Management

Not reported

Total Clients

78

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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Michele Liu’s Registration & Firm History

CA

08/13/2009 - Present

Globalink Securities, Inc. (Fremont CA)

CA

06/19/2006 - 08/06/2009

METLIFE SECURITIES INC. (FOSTER CITY CA)

CA

06/19/2006 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (FOSTER CITY CA)

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Licenses & Designations

BC

Issued 11/01/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/16/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Michele Liu. Review regulatory record here.
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