Chuling Hsiao

Current Employers

Employment History

• 12/1997 → Present
  New York Life Insurance Co.
  San Francisco, CA
• 12/1997 → Present
  Nylife Securities Inc.
  San Francisco, CA
• 03/2003 → Present
  Dba Name - Julia Hsiao Insurance & Fianancial Services
  Cupertino, CA
• 11/2023 → Present
  Openwin Financial & Insurance Services, Llc
  Cupertino, CA
• 11/2004 → Present
  Eagle Strategies Llc
  Cupertino, CA

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 20480 Pacifica Dr. #G, Cupertino, CA 95014; Start Date 01/2024; Role/Title: Owner; Investment Related; 160 hours per month; 130 hours per month during securities trading hours] [INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBA - JULIA HSIAO INSURANCE & FIANANCIAL SERVICES; COMMISSIONS; OWNER] [THE ALLIANCE CULTURAL FOUNDATION INTERNATIONAL; The specific purpose of this corporation is to improve human health, wellness and overall life experiences through education and innovation in medicine, arts and sciences.; 20480 Pacifica Drive, #G, Cupertino, CA 95014; Start Date 06/2016; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [NYLARC Holding Company, Inc; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 09/2010; Role/Title: Shareholder; Investment Related; 0.5 hours per month; 0.5 hours per month during securities trading hours] [Rental property; This property just closed on 7/16/2019, and prepare for rental now.; 361 Christopher Ct PALO ALTO, CA 94306; Start Date 07/2019; Role/Title: Owner; Investment Related; 0.5 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF OPENWIN FINANCIAL & INSURANCE SERVICES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (CUPERTINO, CA); START DATE: 11/2023]

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-11-11
• S63 Uniform Securities Agent State Law Examination
  1998-01-13

Other Names

• Julia Hsiao