Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danny? Claim Your ProfileDanny Chan is a financial advisor with Cetera Investment Services LLC. Danny has been in the financial industry since October 9, 2009 and has a Series 7, Series 63 and SIE. Danny is registered in California. Previously, Danny was employed by LPL Financial LLC and UVEST FINANCIAL SERVICES GROUP, INC. Danny's current firm is Cetera Investment Services LLC which is located in EL MONTE, California.
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.
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.
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2
CA
04/04/2013 - Present
Cetera Investment Services LLC (EL MONTE CA)
CA
10/11/2011 - 02/06/2013
LPL FINANCIAL LLC (EL MONTE CA)
CA
01/05/2010 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (DIAMOND BAR CA)
IL
07/29/2008 - 12/19/2008
ASSENT LLC (BOLINGBROOK IL)
BC
Issued 10/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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