Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jin lee? Claim Your ProfileJin lee Chan is an active registered representative with HSBC Securities (USA) Inc., having joined the firm in June 2016. Prior to that, Jin lee Chan was registered with J.P. Morgan Securities LLC from February 2013 to August 2014. Jin lee Chan has passed the Securities Industry Essentials Exam and the Operations Professional Examination.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
06/29/2016 - Present
Hsbc Securities (usa) Inc. (NEW YORK NY)
NY
02/05/2013 - 08/07/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2013
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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