Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ting ting? Claim Your ProfileTing ting Patricia Chan is a registered representative with Wells Fargo Clearing Services, LLC, based in Seattle, Washington. Ting ting Chan joined Wells Fargo Clearing Services, LLC in December 2017. She has a wide range of experience in the financial services industry, having worked at Wells Fargo Bank, NA since December 2011. Ting ting Chan has a strong background in investments, having passed the Series 66, Series 7, Series 10, Series 9, and SIE exams. She is currently licensed to provide investment advice in the state of Washington.
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.
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.
Investment consulting services to institutional clients
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.
1
2
WA
05/30/2018 - Present
Wells Fargo Clearing Services, LLC (SEATTLE WA)
BOTH
Issued 05/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/30/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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