Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Chang is a financial professional with over 20 years of experience in the industry. Rebecca is currently registered as a Registered Representative with J.p. Morgan Securities LLC in Flushing, New York. Rebecca has a strong track record of providing investment advice and financial planning services to individuals, families, and businesses. Rebecca has been affiliated with a number of firms over the years, including Chase Investment Services Corp. and Wang Investment Associates, Inc.. Rebecca's areas of expertise include financial planning, investment management, and retirement planning. Rebecca holds a number of professional licenses and certifications, including Series 63, 66, 7, and 11. Rebecca is committed to providing her clients with personalized financial advice that meets their individual needs.
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
NY
02/26/2014 - Present
J.p. Morgan Securities LLC (FLUSHING NY)
NY
07/19/2002 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FLUSHING NY)
NY
09/25/2001 - 03/04/2002
WANG INVESTMENT ASSOCIATES, INC. (NEW YORK NY)
BOTH
Issued 12/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/24/2001
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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