Liting
Shao

Eden Intelligence Financial

CRD#7818164
Investment Advisor
in Mercer Island, WA

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About this Advisor

Liting Shao is a financial advisor based in Mercer Island, Washington, working with Eden Intelligence Financial. Liting has previously held positions at Eden Intelligence Financial LLC, Accenture, Abb, and Ge. Liting has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, Liting is part of Eden Intelligence Financial, which operates out of Mercer Island, Washington. The firm has 1 office and 2 employees. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Eden Intelligence Financial includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Mercer Island, WA

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Eden Intelligence Financial Brokerage Details

Total Number of Employees

2

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Liting Shao Work History

2023 - Present (2 years)

Eden Intelligence Financial LLC

2021 - 2023 (2 years)

Accenture

2018 - 2021 (3 years)

Accenture

2017 - 2018 (1 year)

N/A

2013 - 2017 (4 years)

Abb

2013 - 2017 (4 years)

Ge

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Disclosures

Please visit the SEC profile of Liting Shao to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Eden Intelligence Financial

Liting Shao
Mercer Island, WA

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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