Liangchao Liu, financial advisor Boston MA
89 score

Liangchao Liu

CRD Number: 6164936
Current Firm: Northwestern Mutual Investment Services,llc

Liangchao Liu (CRD# 6164936) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Boston, MA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current < 1
Northwestern Mutual Investment Services, LLC Boston, MA Mar 2013 - Current 3
Northwestern Mutual Life Insurance Company Milwaukee, WI Feb 2013 - Current 3
Northwestern Mutual Investment Services, LLC Boston, MA Jan 2015 - Mar 2016 1
Sovereign Bank Boston, MA Aug 2012 - Jan 2013 < 1
Unemployed Boston, MA May 2012 - Aug 2012 < 1
Northeastern University Boston, MA Sep 2009 - May 2012 2
Liberty Mutual Boston, MA Jul 2011 - Jul 2011 < 1
Harvard University Boston, MA Jul 2010 - Dec 2010 < 1
Gordon And Chodak Rochester, NY Jun 2009 - Aug 2009 < 1
Rensselaer Polytechnic Institute Rochester, NY Sep 2007 - May 2009 1
Apple Transportation Rochester, NY Jun 2008 - Aug 2008 < 1
Unemployed Rochester, NY Jun 2007 - Sep 2007 < 1
Brighton High School Rochester, MA Sep 2003 - Jun 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2013
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Liangchao Liu
Phone Number: 866-664-7737
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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