Bill Chiu
Senior Vice President-Financial Advisor
- Role
- Svp-senior Financial Advisor at Merrill Lynch
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Bill Chiu
Private Wealth ManagementRetirement PlanningFixed Income Portfolio ManagementSeperate Managed AccountsEstate PlanningLife and Long Term Care Insurance
Experience
Svp-senior Financial Advisor
Sep 2005 — Present · Los Angeles, CA, US
Bill manages a Portfolio comprised of Family Trusts, Pension Plans and Ultra High Net Worth Individuals.
Education
Pasadena City College
Associate's degree
2002 — 2003
California State Polytechnic University-Pomona
Bachelor of Science - BS
2004 — 2005
Skills
- Asset Allocation
- Mutual Funds
- Portfolio Management
- Long Term Care Insurance
- Fixed Income
- Life Insurance
- Investment Advisory
- Finance
- Wealth Management Services
- Asset Management
- Investments
- Securities
- Estate Planning
- Financial Advisory
- Uniform Combined State Law
- Asset Managment
- Retirement
- Strategic Financial Planning
- Alternative Investments
- Wealth Management
- Retirement Planning
- Financial Planning
- Series 63
- Series 7
- Series 65
- 401k
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