Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Xiaoqian Chang is a financial advisor with Wealth Enhancement Advisory Services, LLC. Stephanie is a Certified Financial Planner and a Chartered Financial Analyst. Stephanie's financial practice is centered around providing individuals, families, and institutions with a range of financial planning and investment management services. Stephanie has been in the financial services industry since 2016 and has held previous roles at LPL FINANCIAL LLC and Waddell & Reed. Stephanie is licensed to provide investment advice in California and is registered as an Investment Advisor Representative with Wealth Enhancement Advisory Services, LLC. Stephanie is also a Successor Trustee for her cousin's Living Trust.
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.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
06/01/2021 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
CA
11/15/2017 - 08/19/2019
LPL FINANCIAL LLC (SAN MATEO CA)
CA
04/28/2016 - 11/20/2017
WADDELL & REED (CAMPBELL CA)
BOTH
Issued 06/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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