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Justin Chan

Credit Agricole Securities (usa) Inc.

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About Justin Chan

Justin Chan is a financial professional with experience in the industry. Justin is currently registered with Credit Agricole Securities (usa) Inc. in California and New York. Justin holds the Series 79TO, Series 63, and SIE licenses. Justin has been in the industry since August 2024.

Firm Information

Justin Chan is currently registered with Credit Agricole Securities (usa) Inc.. Credit Agricole Securities (usa) Inc. is a corporation formed in 1968 and is approved to operate in all 50 states, as well as Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

49

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Justin Chan’s Registration & Firm History

CA

08/12/2024 - Present

Credit Agricole Securities (usa) Inc. (MENLO PARK CA)

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Licenses & Designations

BC

Issued 08/17/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/10/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 07/30/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Justin Chan.
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