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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dan? Claim Your ProfileDan Chang is a financial advisor with Ameriprise Financial Services, LLC, a firm with more than $1 billion - $10 billion in assets under management. Dan specializes in providing financial planning, asset allocation services, and portfolio management for individuals and businesses. Dan has been in the financial industry since 2001, has passed the Series 7, Series 66, and SIE exams, and is a Certified Financial Planner. Dan has experience with Ameriprise Financial Services, Inc., Northwestern Mutual Investment Services, LLC and Wall Street Financial Group, Inc. Dan is licensed in several states, including California, Texas, Florida, and New York, among others.
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.
Asset allocation services
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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CA
03/09/2010 - Present
Ameriprise Financial Services, LLC (San Jose CA)
CA
12/01/2003 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (CAMPBELL CA)
WI
07/10/2003 - 07/16/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
NY
01/06/1999 - 09/04/2001
WALL STREET FINANCIAL GROUP, INC. (VICTOR NY)
BOTH
Issued 01/29/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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