Unclaimed
Ronny Chaohsiung Liu is a financial professional with over 35 years of experience in the industry. Ronny is registered as a Registered Representative (RA) with Equitable Advisors, LLC in California. Ronny holds several licenses including Series 6, Series 7, Series 26, and Series 66 and has earned the Chartered Financial Consultant designation. Ronny's current employer is Equitable Advisors, LLC. Ronny is also registered as an Investment Advisor Representative in California. Ronny has experience working with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.
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.
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
11/15/2024 - Present
Equitable Advisors, LLC (ALHAMBRA CA)
BOTH
Issued 10/02/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/06/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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