Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Fuk hung Chang is a financial advisor with LPL Financial LLC. Michael has been in the financial services industry since 2006 and has experience working with individuals, high-net-worth individuals, corporations, and retirement plans. Michael is registered with the Securities and Exchange Commission and holds the Series 7, Series 24, Series 31, and Series 66 licenses. Michael is also a registered investment advisor in Hawaii and Texas. Michael's areas of expertise include financial planning, portfolio management, and retirement planning. In addition to his work at LPL Financial LLC, Michael also serves as a trustee for his aunt and an executor for his father's will.
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
HI
07/21/2023 - Present
LPL Financial LLC (HILO HI)
HI
06/01/2009 - 05/25/2010
MORGAN STANLEY SMITH BARNEY (HONOLULU HI)
HI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HONOLULU HI)
HI
09/04/2006 - 04/02/2007
MORGAN STANLEY DW INC. (HONOLULU HI)
BOTH
Issued 09/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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