Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wai? Claim Your ProfileWai Cheng Chan is a financial professional with over 5 years of experience in the industry. Wai is registered with Charles Schwab & Co., Inc. and holds several licenses including Series 7, Series 63, Series 24, and Series 99TO. Wai is registered in Arizona, Florida, and Texas. Wai can help individuals and families with their financial planning and investment needs.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
08/08/2017 - Present
Charles Schwab & CO., Inc. (Westlake TX)
BC
Issued 12/19/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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