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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathy? Claim Your ProfileKathy Pao-fang Chang is a financial advisor with over 10 years of experience in the financial industry. Kathy has worked with Fidelity Personal and Workplace Advisors since 2020 and has experience with a variety of financial products and services. Kathy specializes in providing financial planning, portfolio management, and educational seminars to a variety of clients, including high-net-worth individuals, corporations, 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.
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.
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.
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2
CA
07/06/2020 - Present
Fidelity Personal AND Workplace Advisors (SUNNYVALE CA)
CA
01/27/2015 - 03/05/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN JOSE CA)
CA
06/09/2014 - 07/30/2014
AMERICAN CENTURY INVESTMENT SERVICES INC. (MOUNTAIN VIEW CA)
CA
10/09/2002 - 07/20/2006
AMERIPRISE FINANCIAL SERVICES, INC. (CAMPBELL CA)
MN
10/09/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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