Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fion? Claim Your ProfileFion Faiyung Chan is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Fion has been in the industry for 10 years and has experience working with a variety of clients, including individuals, corporations, high-net-worth individuals, and charitable organizations. Fion is registered with the state of California and holds Series 6, 7, 63, and 65 licenses. Previous to their current role, Fion worked for Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC. Fion is committed to helping clients achieve their financial goals.
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.
Investment consulting services to institutional clients
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.
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CA
09/05/2023 - Present
Wells Fargo Advisors Financial Network, LLC (PASADENA CA)
CA
11/24/2015 - 09/05/2023
WELLS FARGO CLEARING SERVICES, LLC (SAN MARINO CA)
CA
03/14/2011 - 10/03/2011
WELLS FARGO ADVISORS, LLC (SAN MARINO CA)
GA
11/17/2004 - 12/06/2006
WM FINANCIAL SERVICES, INC. (MARIETTA GA)
IA
Issued 10/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/23/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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