Unclaimed
Isaiah Chang is a registered representative with Aon Securities LLC, and is licensed in 10 states. Isaiah has been in the securities industry since 2019 and has experience with Lockton Capital Advisors, LLC and Lockton Financial Advisors, LLC. Isaiah specializes in fairness opinions and holds the Series 7TO, Series 79TO, and SIE licenses. Isaiah is currently located in the New York branch office of Aon Securities LLC.
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.
Fairness opinions
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.
1
2
NY
02/11/2023 - Present
AON Securities LLC (NEW YORK NY)
NY
01/24/2020 - 02/24/2020
LOCKTON CAPITAL ADVISORS, LLC (New York NY)
MO
11/01/2019 - 01/14/2020
LOCKTON FINANCIAL ADVISORS, LLC (KANSAS CITY MO)
BC
Issued 08/31/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/10/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Isaiah Chang is the right advisor for you? Invested Better is here to help.