Unclaimed
Nigel Chang is a financial advisor with J.p. Morgan Securities LLC, a firm with over 1000,000 clients. Nigel has been in the industry since 2007 and is a licensed Series 6 and Series 63 representative. Nigel specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations and businesses. Nigel is registered in California and Florida. Previous to this firm Nigel worked at SunTrust Investment Services, Inc. and Wells Fargo Advisors, LLC.
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
1
2
FL
09/27/2016 - Present
J.p. Morgan Securities LLC (Deerfield Beach FL)
FL
09/15/2011 - 10/02/2014
SUNTRUST INVESTMENT SERVICES, INC. (COCONUT CREEK FL)
FL
03/22/2007 - 06/20/2011
WELLS FARGO ADVISORS, LLC (DELRAY BEACH FL)
BC
Issued 03/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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