Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chinh? Claim Your ProfileChinh Shan Lai is a financial advisor registered with Fidelity Personal and Workplace Advisors, with over a decade of experience in the financial industry. Chinh Lai holds the Series 66, Series 7 and SIE licenses and is registered in multiple states. In addition to Fidelity Personal and Workplace Advisors, Chinh Lai has previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Investments, LLC. Chinh Lai specializes in providing financial advice for individuals, corporations, and pension and profit-sharing plans.
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.
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
CA
04/13/2020 - Present
Fidelity Personal AND Workplace Advisors (THOUSAND OAKS CA)
CA
01/03/2011 - 11/20/2019
WELLS FARGO CLEARING SERVICES, LLC (NEWBURY PARK CA)
CA
08/01/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (VENTURA CA)
BOTH
Issued 08/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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