George Li

George Li

Financial Representative

Followers of George Li445 followers
location of George LiHacienda Heights, California, United States

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  • Timeline

  • About me

    Financial Coach | Empowering You to Take Control of Your Finances & Build Wealth

  • Education

    • University of California, Riverside

      2019 - 2022
      Bachelor of Science, Business Administration Finance

      Activities and Societies: UCR Student Homeless Aid Relief Project (aka SHARP)

  • Experience

    • Guardian Life - Greater LA

      Aug 2022 - Oct 2023
      Financial Representative

      After graduating from college at the University of California Riverside, I started working for Guardian and realized I loved interacting with people and helping them with their financial needs.

    • PH Financial Group

      Apr 2024 - now

      Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 2875 Michelle Dr. Suite 110 Irvine, CA 92606, 909-399-1100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. PH Financial Group and Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 4228463.This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. Show less

      • Financial Advisor

        Jan 2025 - now
      • Agent

        Apr 2024 - Jan 2025
  • Licenses & Certifications

    • Series 66

      NASAA
      Apr 2023
    • Securities Industry Essentials (SIE)

      FINRA
      Aug 2022
    • Life, Accident and Health or Sickness

      California Department of Insurance
      Jul 2022
    • Series 7 General Securites Representative

      FINRA
      Feb 2023
  • Honors & Awards

    • Awarded to George Li
      Summa Cum Laude University of California, Riverside Jun 2022 Graduated with Highest Honors