Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Shihchong Liao is an investment advisor representative with Parallel Advisors, LLC. Victor has been with the firm since 2011 and is registered with the state of California and Texas. Victor has been active in the industry since 2005, with previous experience at Merrill Lynch. Victor is licensed to provide investment advice to individuals, corporations, high net worth individuals, charitable organizations, pension plans, and other institutions.
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.
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
11/19/2020 - Present
Parallel Advisors, LLC (SAN FRANCISCO CA)
CA
04/05/2005 - 05/19/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MENLO PARK CA)
BOTH
Issued 06/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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