Unclaimed
Ting-an Chan is a financial professional who works as an Investment Advisor Representative at Blackrock Investment Management, LLC. Ting-an is registered with FINRA and has a Series 66 license. Ting-an has been in the industry since 2014 and has experience working with various clients, including high-net-worth individuals, corporations, and investment companies. Ting-an is a dedicated professional who is committed to providing their clients with the highest level of service.
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.
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.
Strategic management for diversified investment portfolios.
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
02/13/2024 - Present
Blackrock Investment Management, LLC (San Francisco CA)
BOTH
Issued 02/12/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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