Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tina? Claim Your ProfileTina Chan is a registered investment advisor representative with Intellectus Partners, LLC. Tina has been working in the financial services industry for over 15 years and has a strong track record of success. Tina is committed to providing personalized financial advice and investment management services to help her clients achieve their financial goals.
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.
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CA
06/29/2015 - Present
Intellectus Partners, LLC (SAN FRANCISCO CA)
CA
08/06/2015 - 03/14/2016
PURSHE KAPLAN STERLING INVESTMENTS (San Francisco CA)
CA
07/12/2010 - 07/09/2015
DEUTSCHE BANK SECURITIES INC. (SAN FRANCISCO CA)
CA
04/08/2010 - 06/28/2010
FIDELITY BROKERAGE SERVICES LLC (PALO ALTO CA)
CA
03/26/2007 - 07/30/2009
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
CA
04/02/2004 - 03/28/2007
LINSCO/PRIVATE LEDGER CORP. (SAN FRANCISCO CA)
CA
05/01/2002 - 08/06/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
BOTH
Issued 08/11/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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