Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Y. Chang is a financial advisor with over 20 years of experience in the financial services industry. He is currently registered as a registered representative and investment advisor representative with Charles Schwab & Co., Inc. George is located in Walnut Creek, California. He has a strong track record of providing financial advice to individuals and families. George's previous experience includes roles at Atlas Securities, Inc., Quick & Reilly, Inc., Morgan Stanley DW Inc. and Alamo Capital. George holds several industry licenses, including Series 7, 63, 65, 9, and 24. George has a proven track record of providing financial advice to individuals and families. He has expertise in a variety of financial products and services, including investment management, financial planning, and retirement 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
01/06/2020 - Present
Charles Schwab & CO., Inc. (Walnut Creek CA)
CA
05/06/2003 - 01/03/2007
ATLAS SECURITIES, INC. (ALBANY CA)
NY
05/20/2002 - 05/29/2003
QUICK & REILLY, INC. (NEW YORK NY)
NY
03/20/1998 - 05/28/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
12/04/1997 - 03/25/1998
ALAMO CAPITAL (WALNUT CREEK CA)
IA
Issued 01/28/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/27/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure George Chang is the right advisor for you? Invested Better is here to help.
