Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danny? Claim Your ProfileDanny Man-chung Chan is an investment advisor representative at Ameriprise Financial Services, LLC. Danny has been working in the financial services industry for over 25 years and holds a variety of licenses and certifications, including Series 6, 7, 9, 10, 63, and 66. Danny is also registered with the state of Pennsylvania and New Jersey. Prior to joining Ameriprise Financial Services, LLC, Danny was employed by HSBC SECURITIES (USA) INC. Danny has experience working with a variety of clients, including individuals, families, trusts, businesses, and institutions. Danny specializes in financial planning, retirement planning, investment management, and estate planning.
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.
1
2
PA
09/29/2015 - Present
Ameriprise Financial Services, LLC (Philadelphia PA)
PA
10/31/2006 - 10/07/2015
HSBC SECURITIES (USA) INC. (PHILADELPHIA PA)
NE
03/17/2000 - 07/29/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
MA
07/22/1996 - 03/14/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/22/1996 - 03/14/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 08/20/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/24/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/19/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Danny Chan is the right advisor for you? Invested Better is here to help.
