Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Wun-hsiung Chan is a financial professional with over 10 years of experience in the industry. Robin is currently registered with Avidian Wealth Solutions and holds a Series 6, Series 7, and Series 66 license. Prior to joining Avidian Wealth Solutions, Robin was employed by Western International Securities, Inc. and Invesco Distributors, Inc. Robin specializes in providing financial planning, portfolio management for individuals and pooled investment vehicles, and pension consulting services to individuals, high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Mgmt of pooled investment vehicles
1
2
TX
04/02/2019 - Present
Avidian Wealth Solutions (HOUSTON TX)
TX
05/27/2016 - 03/01/2019
WESTERN INTERNATIONAL SECURITIES, INC. (Houston TX)
TX
01/31/2008 - 04/24/2015
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 01/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/30/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Robin Chan is the right advisor for you? Invested Better is here to help.
