Yuan Liu

Current Employers

Employment History

• 01/2018 → Present
  Transamerica Financial Advisors, Inc
  Braintree, MA
• 12/2008 → Present
  World Financial Group, Inc.
  Braintree, MA
• 10/2016 → 01/2022
  Kpmg Us Llp
  Boston, MA
• 02/2008 → 10/2016
  Jpmorgan Chase
  Boston, MA
• 05/2021 → 03/2022
  Debtmerica
  Braintree, MA
• 05/2021 → Present
  Score
  Braintree, MA
• 05/2021 → Present
  Fin Tacs Llc
  Braintree, MA
• 01/2022 → Present
  Ss&C Technologies Holdings
  Boston, MA

Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). SS&C Technologies Holdings / 0122-Present / Investment Related: No / 50 Milk Street, Boston, MA 02109 / Associate Director / Technology / Hrs. Work Monthly: 160 / Sec Trading Hrs: 6 / Develop licensed tax automation software and solutions for internal and external clients. FIN TACS LLC / 0521-Present / Investment Related: No / 25 B Raintree Hill Office Park, Suite 204 Braintree, MA 02184 / Referral / Education & Consulting / Hrs Work Monthly: 1 / Sec Trading Hrs: 0 / The business is run by my spouse for Chinese education and individual - business tax prep. Some of its clients will be referral to TFA for securities business SCORE / 0521-Present / Investment Related: No / 60 School Street Brockton, MA 02301 / Hrs Work Monthly: 3/ Sec Trading Hrs: 0 / How to start a business; business plan; Marketing; how to get funding; how to speak to investors. No service to set up entity, just give directions. May answer tax questions, but they cannot become my tax client. No Investment advice.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-25
• S63 Uniform Securities Agent State Law Examination
  2018-04-09