Unclaimed
Vi Chan is a financial advisor associated with Edward Jones. Vi holds Series 7, 66 and SIE licenses and is registered with FINRA, and the states of California, Florida, Georgia, Idaho, Indiana, Nevada, New Jersey, New York, Oregon and Texas. Vi is a Chartered Financial Analyst and has experience in the financial services industry since 2014. Vi is based in Rancho Cucamonga, CA, and has specialized in providing financial planning, portfolio management, and other advisory services to individuals, businesses, corporations, partnerships, investment clubs, limited liability companies, charitable organizations, and pension and profit-sharing plans.
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.
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.
See schedule d - miscellaneous
1
2
CA
09/11/2019 - Present
Edward Jones (RANCHO CUCAMONGA CA)
BOTH
Issued 07/08/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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