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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan chun kit? Claim Your ProfileAlan chun kit Chan is a registered representative and investment advisor representative with Morgan Stanley. Alan chun kit Chan is licensed to provide investment advice in 49 states and Puerto Rico. Alan chun kit Chan is currently registered with Morgan Stanley, and has previously been employed with Morgan Stanley Smith Barney LLC, University of Southern California, University of Texas at Dallas, West Island School, Unemployed, Triad Spectrum Inc., MeeOpp, and Phillips Capital Management Ltd.. Alan chun kit Chan has passed the Series 66, Series 7TO, and SIE exams. Alan chun kit Chan's registrations were approved in 2022.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
06/02/2022 - Present
Morgan Stanley (Pasadena CA)
BOTH
Issued 05/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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