Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim man? Claim Your ProfileKim man Chan is a registered representative with J.P. Morgan Securities LLC. Chan is registered with the state of Connecticut, New Jersey, New York, Pennsylvania, and Texas. Chan has passed the Uniform Securities Agent State Law Examination (Series 63), Investment Company Products/Variable Contracts Representative Examination (Series 6TO), and Securities Industry Essentials Examination (SIE). Chan specializes in providing financial planning and portfolio management services to individuals and businesses. Chan is also a registered representative for the firm in the state of New York and is located in Brooklyn, NY.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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NY
11/27/2018 - Present
J.p. Morgan Securities LLC (BROOKLYN NY)
BC
Issued 12/07/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/12/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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