Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hui-ting? Claim Your ProfileHui-ting Chang is a financial advisor at Morgan Stanley. Hui-ting has over 10 years of experience in the financial services industry. Hui-ting holds the Series 7TO, Series 66, and SIE licenses. Hui-ting is registered with FINRA and the states of Texas and California. Hui-ting is also registered as an Investment Advisor Representative (IAR) in Texas and California. Hui-ting has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Charles Schwab & Co., Inc. Hui-ting specializes in providing financial planning, asset allocation advice, and portfolio management services to individuals, businesses, investment companies, and charitable organizations.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
05/09/2022 - Present
Morgan Stanley (San Jose CA)
CA
06/08/2020 - 05/10/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN JOSE CA)
CA
07/08/2019 - 05/08/2020
CHARLES SCHWAB & CO., INC. (San Mateo CA)
BOTH
Issued 08/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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