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MS

Marvin Y. Shiue

ASIA GLOBAL ASSET MANAGEMENT,
Alameda, CA 94501
Some features on this profile are disabled
CRD#: 1978832
MS

Professional summary


Marvin Yue-chin Shiue, who also goes by Marvin Yuechin Shiue, is a registered financial advisor currently at ASIA GLOBAL ASSET MANAGEMENT, INC located in Alameda, California.

Marvin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Marvin has worked at 8 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Marvin Yuechin Shiue

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
INSURANCE, JEFFERSON PILOT, PRUDENTIAL AND METLIFE, NO, 6 LAKE DRIVE NEW HYDE PARK, NY 11040, STATUTORY AGENT, 4/9/2006, 1 HOUR PER MONTH, LESS THAN 1 TRADING HOUR DAY, SELLING FIXED LIFE INSURANCE POLICIES

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Marvin Yue-chin Shiue's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

December 17, 2009 - Present

ASIA GLOBAL ASSET MANAGEMENT, INC

Office #1: 1024 Santa Clara Avenue, Alameda, CA 94501
RIA
CRD#: 141786
Alameda, CA
Past

November 19, 2009 - December 8, 2009

ALTERNATIVE WEALTH STRATEGIES, INC.

BD
CRD#: 130933
NEW HYDE PARK, NY
Past

February 16, 2007 - February 4, 2009

STRATEGIC WEALTH ADVISORS GROUP

RIA
CRD#: 140977
FLUSHING, NY
Past

October 5, 2006 - November 23, 2009

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
NEW HYDE PARK, NY
Past

February 19, 2004 - November 23, 2009

FSC SECURITIES CORPORATION

BD
CRD#: 7461
NEW HYDE PARK, NY
Past

October 16, 2003 - March 5, 2004

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
LINCOLN, NE
Past

December 5, 2001 - November 10, 2003

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

May 25, 2000 - November 26, 2001

SOGOTRADE, INC.

BD
CRD#: 17912
CHESTERFIELD, MO
Past

December 6, 1989 - May 11, 2000

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(12/17/2009)
IAR
New Jersey
(12/17/2009)
IAR
New York
(8/24/2021)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/29/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AG
ASIA GLOBAL ASSET MANAGEMENT, INC
ASIA GLOBAL ASSET MANAGEMENT, INC

CRD#: 141786 / SEC#:

California
Registered Investment Advisory firm - (10/18/2007 Approved)
New Jersey
Registered Investment Advisory firm - (4/1/2008 Approved)
New York
Registered Investment Advisory firm - (5/16/2008 Approved)
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Contact information


Main Address
1024 Santa Clara Avenue, Alameda, CA 94501
Mailing Address
Phone number
(718) 578-8249
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ASIA GLOBAL ASSET MANAGEMENT, INC

CRD#: 141786Alameda, CA 94501

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