Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eddie? Claim Your ProfileEddie Chewkwong Chan has been working in the financial services industry since 1994. Eddie currently works at Perennial Financial Services, in Los Angeles, California, and has been registered with them since 2022. Prior to working at Perennial Financial Services, Eddie worked at Ameriprise Financial Services, LLC, Ameriprise Advisor Services, Inc., UBS Financial Services Inc., Salomon Smith Barney Inc., Tri-Merica Securities Corporation, Gerwick Financial Services Inc., Quest Capital Strategies, Inc., and SunAmerica Securities, Inc. Eddie has a Series 6, Series 7, Series 63, and Series 65 license and offers financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
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
CA
07/21/2022 - Present
Perennial Financial Services (LOS ANGELES CA)
CA
10/05/2009 - 07/26/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Los Angeles CA)
CA
01/26/2007 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (CENTURY CITY CA)
CA
08/23/2002 - 02/06/2007
UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)
NY
04/16/1998 - 08/30/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IL
08/21/1996 - 04/08/1998
TRI-MERICA SECURITIES CORPORATION (TINLEY PARK IL)
NA
11/20/1995 - 01/25/1996
GERWICK FINANCIAL SERVICES INC.
CA
02/26/1993 - 09/29/1994
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
AZ
10/21/1992 - 02/01/1993
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 06/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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