linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Simone Liu

Aire Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Simone? Claim Your Profile

About Simone Liu

Simone Liu is an investment advisor representative with Aire Advisors, LLC located in Beverly Hills, CA. Simone has been in the industry since 2005 and holds the Series 7, Series 31, and Series 66 licenses as well as the Securities Industry Essentials (SIE) Exam. Simone's previous experience includes positions at Wells Fargo Clearing Services, LLC and Morgan Stanley Smith Barney.

Firm Information

Simone Liu is currently registered with Aire Advisors, LLC. Aire Advisors, LLC is an investment advisor based in Beverly Hills, CA. The firm manages approximately $827.45 million in assets for 931 clients, including high-net-worth individuals and other individuals. Aire Advisors specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. They can be found on LinkedIn, Facebook, YouTube, and Instagram.
Aire Advisors, LLC

9350 WILSHIRE BLVD

BEVERLY HILLS, CA 90212

$827.45M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Simone Liu’s Registration & Firm History

CA

08/22/2022 - Present

Aire Advisors, LLC (BEVERLY HILLS CA)

CA

01/21/2011 - 08/24/2022

WELLS FARGO CLEARING SERVICES, LLC (BEVERLY HILLS CA)

CA

06/01/2009 - 01/27/2011

MORGAN STANLEY SMITH BARNEY (BEVERLY HILLS CA)

CA

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (BEVERLY HILLS CA)

CA

08/19/2005 - 04/02/2007

MORGAN STANLEY DW INC. (BEVERLY HILLS CA)

Not sure if Simone Liu is right for you?

Licenses & Designations

BOTH

Issued 03/13/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 08/17/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Simone Liu.
Not sure if Simone Liu is right for you?