Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Li-wen? Claim Your ProfileLi-wen Robert Chang has been a financial professional since 2000. Li-wen currently works for Farmers Financial Solutions, LLC in Kennewick, Washington. Prior to joining Farmers Financial Solutions, Li-wen has held positions at several firms, including Horace Mann Investors, Inc., Mutual of Omaha Investor Services, Inc., Phoenix Equity Planning Corporation, MetLife Securities Inc., Metropolitan Life Insurance Company, Pruco Securities, LLC, and Allstate Financial Services, LLC. Li-wen is a licensed investment advisor and holds a Series 6, 7, 26 and 63 license and is also qualified to conduct business in the state of Washington.
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.
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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2
WA
10/08/2018 - Present
Farmers Financial Solutions, LLC (KENNEWICK WA)
IL
06/16/2010 - 12/05/2017
HORACE MANN INVESTORS, INC. (SPRINGFIELD IL)
WA
04/08/2010 - 05/19/2010
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (LYNNWOOD WA)
PA
02/04/2009 - 04/27/2009
PHOENIX EQUITY PLANNING CORPORATION (PHILADELPHIA PA)
CT
05/21/2008 - 02/04/2009
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
WA
08/14/2006 - 05/16/2008
METLIFE SECURITIES INC. (BELLEVUE WA)
WA
08/14/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BELLEVUE WA)
NJ
07/13/2005 - 06/20/2006
PRUCO SECURITIES, LLC. (NEWARK NJ)
CA
03/27/2002 - 03/17/2005
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
NE
09/25/2000 - 11/09/2001
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
IA
Issued 12/30/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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