Unclaimed
Qiqi Liu is a financial professional with over four years of experience in the industry. Qiqi is currently registered with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Qiqi is based in ST. LOUIS, MO and holds Series 4, 7TO, 24, 63, and SIE licenses. Qiqi works with individuals, corporations, trusts, and other entities. Qiqi specializes in providing investment consulting services, financial planning, 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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
11/12/2021 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
BC
Issued 07/08/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2022
Series 4 - Registered Options Principal Examination
BC
Issued 11/03/2021
Series 24 - General Securities Principal Examination
BC
Issued 06/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/14/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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