Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shiow-yun? Claim Your ProfileShiow-yun Claudia Wu is a financial advisor with Packerland Brokerage Services, Inc. located in Green Bay, WI. Shiow-yun has been in the industry since 2011. Shiow-yun has worked with a variety of clients, including individuals, families, businesses, and charitable organizations. She has experience providing financial planning, portfolio management, and other advisory services. Shiow-yun is licensed to provide investment advice in California.
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.
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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WI
07/13/2022 - Present
Packerland Brokerage Services, Inc. (GREEN BAY WI)
CA
01/05/2022 - 06/13/2022
INDEPENDENT FINANCIAL GROUP, LLC (SAN GABRIEL CA)
CA
06/09/2021 - 12/31/2021
CETERA ADVISOR NETWORKS LLC (MISSION HILLS CA)
CA
01/02/2020 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (MISSION HILLS CA)
CA
11/02/2018 - 10/29/2019
ROYAL ALLIANCE ASSOCIATES, INC. (PASADENA CA)
CA
10/11/2018 - 11/02/2018
SIGNATOR INVESTORS, INC. (LAFAYETTE CA)
CA
10/16/2017 - 10/09/2018
J.K. FINANCIAL SERVICES, INC. (NORCO CA)
CA
09/10/2013 - 12/31/2015
J.K. FINANCIAL SERVICES, INC. (NORCO CA)
CA
05/23/2011 - 09/27/2011
AXA ADVISORS, LLC (IRVINE CA)
BOTH
Issued 12/20/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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