jim-liu_9266afb6a92349549118571605a58f3b

Jim Liu

Registered Representative/Client Service Manager

Biography

I offer an analysis of your current financial situation and help you:

  • Identify financial goals and concerns
  • Illustrate what is being done to reach your goals and deal with concerns
  • Identify gaps if present, and offer solutions to fill them

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)

Languages

  • English

CRN202207-267436

Check the background of this investment professional on FINRA's BrokerCheck