Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zhiqi? Claim Your ProfileZhiqi Liu is a financial advisor with American Fundstars. Zhiqi has over 10 years of experience in the financial services industry, and is committed to helping clients achieve their financial goals. Zhiqi is a registered representative and investment advisor representative, and holds the Series 66, 7TO, 31, 24, 27, and 79TO licenses. Zhiqi is also an insurance agent for American Fundstars Insurance Agency. Zhiqi provides a variety of financial services to individuals, businesses, and investment companies. Zhiqi specializes in portfolio management, financial planning, and investment advisory services. Zhiqi is committed to providing her clients with personalized financial advice and guidance.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
01/19/2022 - Present
American Fundstars (NEWPORT BEACH CA)
CA
07/09/2019 - 02/11/2022
MORGAN STANLEY (Irvine CA)
BOTH
Issued 07/31/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2023
Series 27 - Financial and Operations Principal Examination
BC
Issued 04/25/2023
Series 24 - General Securities Principal Examination
BC
Issued 05/06/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/15/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 07/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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