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Tai Kwan Chan

Belzberg Capital

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About Tai Kwan Chan

Tai Kwan Chan is an active advisor with Belzberg Capital. Tai has been in the industry for 1 year and has a Series 28, Series 99TO, and SIE license. Tai is registered with FINRA and is a registered principal.

Firm Information

Tai Chan is currently registered with Belzberg Capital. Belzberg Capital is a Limited Liability Company formed in April 2021. The firm is registered in six states: California, Connecticut, New York, Ohio, Pennsylvania, and Texas. They also have one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Tai Chan’s Registration & Firm History

NY

06/23/2023 - Present

Belzberg Capital (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/25/2022

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 06/23/2023

Series 99TO - Operations Professional Examination

BC

Issued 06/23/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tai Kwan Chan.
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