Unclaimed
Sarah Liu is a registered representative with J.P. Morgan Securities LLC, licensed to provide investment advice in New York and Texas. Sarah has a Series 66 license and has been in the financial services industry since July 2024. Sarah has worked for JPMorgan Chase Bank, N.A. in New York and Christie's Inc. in New York. She is currently employed as a financial advisor with J.P. Morgan Securities LLC in New York.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
09/16/2024 - Present
J.p. Morgan Securities LLC (New York NY)
Active
Inactive
Not sure Sarah Liu is the right advisor for you? Invested Better is here to help.