Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tai? Claim Your ProfileTai Tan Chu is a financial advisor registered with the state of Texas. Tai is a Certified Financial Planner and has been working in the financial services industry since 2004. Tai is currently employed at Beaird Harris in Dallas, Texas. Tai's previous experience includes working at Fidelity Brokerage Services LLC in Plano, Texas. Tai is a Series 7, Series 63, and Series 66 licensed individual. Tai's areas of specialization include asset management, retirement planning, and college savings.
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.
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.
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TX
04/25/2023 - Present
Beaird Harris (DALLAS TX)
TX
03/27/2006 - 04/03/2023
FIDELITY BROKERAGE SERVICES LLC (PLANO TX)
BOTH
Issued 09/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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