Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shunchuan? Claim Your ProfileShunchuan Liu is a financial advisor currently registered with Charles Schwab & CO., Inc. Shunchuan has been in the financial industry for over 6 years and is registered with the state of California as both a Broker/Dealer and an Investment Advisor Representative. Shunchuan has previously worked as a financial advisor at LINCOLN FINANCIAL ADVISORS CORPORATION. Shunchuan holds the Series 66, Series 7, and SIE exams. Shunchuan is a Certified Financial Planner.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
03/23/2021 - Present
Charles Schwab & CO., Inc. (Oakland CA)
CA
12/27/2013 - 03/12/2020
LINCOLN FINANCIAL ADVISORS CORPORATION (SAN RAMON CA)
BOTH
Issued 03/13/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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