Shijun Liu

Financial Adviser at Parker Investment Management, Llc in Menlo Park, CA

About

Experienced portfolio manager skilled at building diversified portfolios and executing investment strategies that include a wide variety of products and asset classes including equities, no-load mutual funds, low expense ratio ETFs, high-yield U.S. corporate bonds, emerging market sovereign bonds, high-yielding tax-exempt revenue bonds, preferred securities, and hedging instruments.

Contact
Click for phone number
(650) 326-0387
Address
Po Box 1088 in Menlo Park, CA 94026
Info
Languages: English,Chinese,Spanish
Year started: 2005

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Specialties

  • Bonds & Fixed Income
  • Business Planning
  • Commodities
  • Education Savings
  • Equities
  • Mutual Funds
  • Options & Futures
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments
  • Other

Servicing

Credentials

Licenses

Series 65

Associations

CFA Society San Francisco
Technical Securities Analysts Association San Francisco

Certifications

Chartered Financial Analyst (CFA) Charterholder

Background

Experience

Equity Research Analyst, Equity Trader
Vice President, Portfolio Manager

Education

Stanford University