Hsueh Liu

Current Employers

Employment History

• 11/2010 → Present
  World Financial Group
  San Jose, CA
• 07/2008 → Present
  Hava Investment Llc
  Milpitas, CA
• 09/2011 → Present
  Trudream Investments Llc
  Milpitas, CA
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  San Jose, CA
• 05/2025 → Present
  Keller Williams
  Phoenix, AZ
• 07/2025 → Present
  Oaktree Funding Corp
  Chandler, AZ

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Trudream Investments LLC; Investment Related/Yes; 41882 Gifford St. Fremont, CA 94538; Real Estate Rental activity/Member; 10 hrs/month; 0 during securities trading; Manage Rental activity and properties acquisition HAVA INVESTMENT LLC; Investment Related/Yes; 1672 Fallen Leaf Dr. Milpitas, CA 95035; real estate related investment 50% owner/trustee/manager; 07/2008; Real Estate Rental Property Leasing & Management KELLER WILLIAMS POSITION: Sales person NATURE: Real Estates Sales INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 2 START DATE: 05/20/2025 ADDRESS: 2005 W Happy Valley Rd #150, Phoenix AZ 85085, United States DESCRIPTION: Real Estate listing and sales related activity. OAKTREE FUNDING CORP POSITION: Loan officer NATURE: Mortgage Loan Officer INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/14/2025 ADDRESS: 3133 W Frye Rd Suite 205, Chandler AZ 85226, United States DESCRIPTION: Loan originator

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-03-17
• S63 Uniform Securities Agent State Law Examination
  2011-01-08