Jiapei Liu

I assist individuals 65+ in understanding Medicare options, offering clear, unbiased advice to choose Medicare Advantage plans that best fit their unique healthcare needs and financial situations.

Role
Financial Services Professional at NYLIFE Securities LLC
Location
San Francisco, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jiapei Liu

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. My California Insurance license number is 0L28425 Address: 951 Mariners Island Blvd Suite 600, San Mateo, CA 94404 Phone:(65••••••20

Experience

  1. Financial Services Professional

    NYLIFE Securities LLC

    Jun 2022 — Present

    Financial Services Professional offering securities products and services through NYLIFE Securities LLC.(Member FINRA/SIPC), A Licensed Insurance Agency.

Education

  • University of California, Davis

    Bachelor's Degree

    2014 — 2016

  • City College of San Francisco

    Associate's Degree

    2012 — 2014

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Jiapei Liu — Financial Services Professional at NYLIFE Securities LLC in San Francisco, CA, US | Unifers