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Bill Chiu Location
Los Angeles, CA, US
Bill Chiu Work
2005 -now SVP-Senior Financial Advisor @
Bill Chiu Education
California State Polytechnic University-Pomona
Bachelor of Science - BS (Finance and Economics)
2004-2005
Pasadena City College
Associate's degree (Accounting and Finance)
2002-2003
Bill Chiu Skills
Retirement Planning
Estate Planning
Wealth Management Services
Strategic Financial Planning
Asset Managment
Series 7
Mutual Funds
Fixed Income
Asset Management
Life Insurance
Wealth Management
Finance
Uniform Combined State Law
Series 63
401k
Securities
Series 65
Asset Allocation
Portfolio Management
Investments
Alternative Investments
Long Term Care Insurance
Investment Advisory
Retirement
Financial Advisory
Financial Planning
Team Building
Accounting
Sales
Microsoft Excel
Customer Service
Management
Project Management
Bill Chiu Summary
Bill Chiu, based in Los Angeles, CA, US, is currently a SVP-Senior Financial Advisor at Merrill Lynch. Bill Chiu holds a 2004 - 2005 Bachelor of Science - BS in Finance and Economics @ California State Polytechnic University-Pomona. With a robust skill set that includes Retirement Planning, Estate Planning, Wealth Management Services, Strategic Financial Planning, Asset Managment and more. Bill Chiu has 2 emails and 1 mobile phone numbers on RocketReach.
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