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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wenjinn? Claim Your ProfileWenjinn James Chang is an active investment advisor representative who has been in the financial services industry since 2002. Wenjinn James Chang has a wide range of experience in the industry, having worked with Ameritas Investment Corp., AXA Advisors, LLC, PFS Investments Inc., and currently with Independent Financial Group, LLC. Wenjinn James Chang is registered with the state of Maryland to provide investment advice. Wenjinn James Chang holds the Series 6, Series 7, Series 24, Series 63 and Series 65 licenses and has a Certified Financial Planner designation. Wenjinn James Chang works with a variety of client types, including individuals, high net worth individuals, corporations or other businesses, charitable organizations, pension and profit sharing plans and insurance companies. Wenjinn James Chang offers a wide range of services including financial planning, portfolio management for individuals, portfolio management for businesses, selection of other advisers and pension consulting.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
04/10/2012 - Present
Independent Financial Group, LLC (ROCKVILLE MD)
MD
09/02/2004 - 04/19/2012
AMERITAS INVESTMENT CORP. (ROCKVILLE MD)
NY
05/06/2003 - 08/09/2004
AXA ADVISORS, LLC (NEW YORK NY)
GA
06/12/2002 - 04/28/2003
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 09/02/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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