Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Fan is a financial advisor with over 20 years of experience in the financial services industry. Steven is registered with Globalink Wealth Management, LLC and holds the Series 63, 65, 66, 7, and 24 licenses. Steven has also passed the SIE, Series 4 and Series 99TO exams. Steven's previous experience includes working as a Registered Investment Representative for Stocks 4 Less, Inc., National Clearing Corp., and Fortune Securities, Inc. Steven has been with Globalink Wealth Management, LLC since April 2024. Steven provides financial planning, portfolio management services for individuals and businesses, and selection of other advisors. Steven is also an insurance producer and has been a real estate broker associate.
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.
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.
Set rates for specific services, regardless of time or assets managed.
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.
1
2
CA
04/09/2024 - Present
Globalink Wealth Management, LLC (PASADENA CA)
CA
10/28/2003 - 11/12/2004
STOCKS 4 LESS, INC. (SHERMAN OAKS CA)
CA
10/02/2000 - 10/28/2003
NATIONAL CLEARING CORP. (SHERMAN OAKS CA)
CA
12/14/1999 - 10/19/2000
FORTUNE SECURITIES, INC. (ALHAMBRA CA)
BOTH
Issued 11/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 06/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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