Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fan-jye? Claim Your ProfileFan-jye Hsu is an investment professional with over two decades of experience in the financial services industry. Fan-jye has been a Registered Representative at Independent Financial Group, LLC since 2012 and has held previous roles with firms such as Ameritas Investment Corp., Colorado Financial Service Corporation, and American Classic Securities, Inc. Fan-jye holds licenses including Series 6, 62, and 63 as well as the SIE exam. Fan-jye specializes in providing financial planning and investment advice to individuals, businesses, and retirement plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
08/28/2012 - Present
Independent Financial Group, LLC (ROCKVILLE MD)
MD
02/15/2011 - 09/11/2012
AMERITAS INVESTMENT CORP. (ROCKVILLE MD)
CO
11/01/2010 - 01/25/2011
COLORADO FINANCIAL SERVICE CORPORATION (CENTENNIAL CO)
MD
11/14/2006 - 10/11/2010
AMERICAN CLASSIC SECURITIES, INC. (LANHAM MD)
GA
05/19/2003 - 10/13/2006
WORLD GROUP SECURITIES, INC. (DULUTH GA)
BC
Issued 04/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2015
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/16/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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