Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hoi yan? Claim Your ProfileHoi yan Maggie Chan is an Investment Advisor Representative at Fidelity Personal And Workplace Advisors. Hoi yan has been in the industry for over six years. Before joining Fidelity Personal And Workplace Advisors, Hoi yan was an Investment Advisor Representative with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in WALNUT CREEK, CA. Hoi yan is registered with the Financial Industry Regulatory Authority (FINRA), as well as with the states of Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Iowa, Maryland, Massachusetts, Minnesota, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Tennessee, Texas, Utah, Virginia, Washington, and Wyoming. Hoi yan holds the Series 66, Series 7, and SIE licenses.
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.
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.
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.
1
2
CA
08/10/2021 - Present
Fidelity Personal AND Workplace Advisors (SAN FRANCISCO CA)
CA
03/22/2018 - 05/18/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
BOTH
Issued 04/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Hoi yan Chan is the right advisor for you? Invested Better is here to help.
