Unclaimed
Jiyun Chan is a financial professional with over 10 years of experience in the industry. Jiyun is currently registered with Northwestern Mutual Investment Services, LLC and is licensed to provide investment advice and products in Illinois. Jiyun holds Series 6 and 63 licenses as well as the SIE exam. Jiyun's clients are primarily individuals, and Jiyun offers a range of financial services including investment research and referrals to other advisors.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
IL
11/18/2010 - Present
Northwestern Mutual Investment Services, LLC (SCHAUMBURG IL)
BC
Issued 02/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jiyun Chan is the right advisor for you? Invested Better is here to help.