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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tiffney? Claim Your ProfileTiffney Chang is a financial advisor with over 19 years of experience in the industry. Tiffney is currently registered with LPL Financial LLC and has been with the firm since July 2023. Previously, Tiffney was with BancWest Investment Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Tiffney specializes in working with individuals, high-net-worth individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans. Tiffney offers a range of services including financial planning, portfolio management, and consulting.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
07/19/2023 - Present
LPL Financial LLC (HUNTINGTON BEACH CA)
CA
04/29/2013 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (MONTEREY PARK CA)
CA
04/15/2005 - 04/25/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PASADENA CA)
CA
07/26/2004 - 05/26/2005
NEXA SECURITIES (PASADENA CA)
BOTH
Issued 10/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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