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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Selina? Claim Your ProfileSelina Sen Chan is a financial advisor with over 15 years of experience in the industry. Currently, Selina works with Fisher Investments, which is headquartered in Plano, TX. Previously, Selina worked with a number of firms, including Fidelity Brokerage Services LLC, Transamerica Investors Securities Corporation, Princor Financial Services Corporation, and Morgan Stanley DW Inc. Selina holds multiple licenses and certifications including the Series 65, 66, 7, 31 and SIE exams. Selina specializes in working with high-net-worth individuals, investment companies, pooled investment vehicles, and businesses. She is a registered Investment Advisor in Texas and Washington. Selina provides financial planning, portfolio management services for individuals, businesses, investment companies, 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
08/26/2022 - Present
Fisher Investments (PLANO TX)
CA
02/24/2016 - 01/22/2018
FIDELITY BROKERAGE SERVICES LLC (SAN FRANCISCO CA)
NY
06/13/2011 - 02/01/2016
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
CA
11/30/2005 - 06/19/2009
PRINCOR FINANCIAL SERVICES CORPORATION (GLENDALE CA)
NY
02/16/2005 - 10/24/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 08/26/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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