Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elly? Claim Your ProfileElly Chan is a financial advisor registered with MML Investors Services, LLC and has been in the industry since July 16, 1987. Elly is registered with the state of California as a Registered Representative (Series 66) and Investment Advisor Representative. Elly also holds the Series 7, Series 6, and Series 26 licenses. Elly has worked with various firms, including MSI Financial Services, Inc. and Metropolitan Life Insurance Company. In addition to her role as a financial advisor, Elly is an independent insurance agent.
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 programs
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.
Solicitors fees
1
2
CA
03/25/2017 - Present
MML Investors Services, LLC (FREMONT CA)
CA
07/17/1987 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SAN JOSE CA)
CA
07/17/1987 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SAN JOSE CA)
BOTH
Issued 09/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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