Jiexiong Liu (CRD# 5192069) is an Investment Advisor Representative working at World Choice Securities, Inc. in San Antonio, TX and has over 17 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| World Choice Securities, Inc. | Bedford, TX | Jan 2017 - Current | 7 |
| Benefit Mall | San Antonio, TX | Nov 2016 - Current | 7 |
| Life Marketers | Powhatan, VA | Feb 2015 - Current | 9 |
| Humana Health Insurance | San Antonio, TX | Apr 2008 - Current | 16 |
| Jmw Technologies, Inc. | San Antonio, TX | Jan 2004 - Current | 20 |
| Green Island | San Antonio, TX | Aug 2003 - Nov 2016 | 13 |
| Transamerica Financial Advisors, Inc. | Houston, TX | Jan 2012 - Feb 2015 | 3 |
| Wfg | Houston, TX | Jul 2006 - Feb 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2006 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2010 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management22MILLIONS
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Total Number of Accounts60ACCOUNTS
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Average Account Value$373,333
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, OH, TX
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