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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Chang is an investment advisor representative with Eagle Strategies LLC in Anaheim, CA. Daniel has been in the securities industry since October 28, 2009. Daniel is registered with the following securities authorities: California, Texas, Arizona, Colorado, Georgia, Maryland, Massachusetts, Nevada, New Jersey, New York, North Carolina, Oregon, Utah, Virginia, and Washington. Daniel has passed the Series 63, Series 65, Series 7, and SIE exams. Daniel is also registered with the Financial Industry Regulatory Authority (FINRA). Daniel specializes in working with high-net-worth individuals, corporations and other businesses, charitable organizations, and individuals other than high-net-worth.
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.
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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CA
10/15/2021 - Present
Eagle Strategies LLC (Anaheim CA)
IA
Issued 03/16/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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