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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colbert? Claim Your ProfileColbert David Chang is a financial advisor with Fidelity Personal And Workplace Advisors. Colbert has been in the financial services industry since 1998 and is registered to provide investment advice in Arizona and Texas. Colbert has a strong background in financial planning and portfolio management. Colbert has also worked with TIAA-CREF Individual & Institutional Services, LLC, Charles Schwab & Co., Inc. and American Express Financial Advisors Inc. Colbert has a Certified Financial Planner designation and has passed the General Securities Representative Examination (Series 7), the Uniform Combined State Law Examination (Series 66), the General Securities Sales Supervisor Examination (Series 8) and the Securities Industry Essentials Examination (SIE).
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
UT
03/05/2021 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
AZ
03/05/2019 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (Phoenix AZ)
AZ
06/27/2016 - 09/29/2016
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
06/20/2014 - 05/11/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (TEMPE AZ)
AZ
04/14/2009 - 06/16/2014
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
01/10/1997 - 03/05/2009
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
MN
09/27/1996 - 01/30/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/27/1996 - 01/30/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 2/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 5/5/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/14/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 9/29/2016
SIE - Securities Industry Essentials Examination
BC
Issued 9/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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