Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chan? Claim Your ProfileChan Hee Chang is a financial advisor at Osaic Wealth, Inc. Chan has over 20 years of experience in the financial services industry. Chan holds Series 6, Series 63 and Series 65 licenses. Chan has worked for several prominent financial institutions including Signator Investors, Inc., Metlife Securities, Inc. and Metropolitan Life Insurance Company. Chan is registered to provide investment advice in multiple states, including New York, Arizona, Connecticut, Florida, Georgia, Michigan, New Jersey, North Carolina, Tennessee and Texas. Chan also provides insurance services through a sole proprietorship.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
04/26/2021 - Present
Osaic Wealth, Inc. (COMMACK NY)
NY
02/18/1999 - 11/02/2018
SIGNATOR INVESTORS, INC. (COMMACK NY)
MA
12/23/1998 - 02/04/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/23/1998 - 02/04/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 05/29/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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