Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hai-san? Claim Your ProfileHai-san Chang is a financial advisor with Thrivent Investment Management Inc. in West Hartford, Connecticut. Hai-san has been in the financial services industry since 2010. Hai-san has a Series 7, Series 63 and Series 66 securities license. Hai-san is registered with the state of Connecticut as a broker-dealer and investment advisor representative.
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.
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
CT
10/17/2012 - Present
Thrivent Investment Management Inc. (West Hartford CT)
NY
05/29/2002 - 03/17/2003
INVESTEC INC. (NEW YORK NY)
CT
08/03/2000 - 06/04/2002
SOUNDVIEW TECHNOLOGY CORPORATION (OLD GREENWICH CT)
BOTH
Issued 10/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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