Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Man chung? Claim Your ProfileMan chung Chau is a financial advisor who has been in the industry since 1995. Man chung Chau is currently registered with LPL Financial LLC. Prior to that, Man chung Chau was registered with Crowell, Weedon & Co. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Man chung Chau holds a Series 63, Series 65, Series 7 and Series 24. Man chung Chau is also licensed in Arizona, California, and Washington. Man chung Chau has experience in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Man chung Chau's firm, LPL Financial LLC, manages over $50 billion in assets and has over 168,000 clients.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
12/17/2014 - Present
LPL Financial LLC (RENTON WA)
CA
12/05/2002 - 10/04/2005
CROWELL, WEEDON & CO. (LOS ANGELES CA)
NY
05/17/1995 - 11/06/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/23/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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