Mei Chan Email & Phone Number
Financial Advisor @ Merrill Lynch
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Mei Chan Location
- Newport Beach, CA, US
Mei Chan Work
- 2016 -now Financial Advisor @
- 2000 -2016 Registered Senior Client Associates @
- 1999 -2000 Compliance Registration Associate @ Banc of America Securities LLC
Mei Chan Education
- University of Hawaii at Manoa
Bachelor's degree (Economics)
Mei Chan Skills
- Series 7
- Wealth Management
- Series 63
- Chinese
- Series 66
- Teamwork
- Customer Service
- Training
- Financial Services
- Investments
- Banking
- Leadership
- CRPC
- Insurance
- Investment Advisory
- Mutual Funds
- College Education Planning
- Retirement Planning
- Uniform Combined State Law
- Has Errors
- Great
- Retirement Income Planning Specialist
Mei Chan Summary
- Mei Chan, based in Newport Beach, CA, US, is currently a Financial Advisor at Merrill Lynch. Mei Chan brings experience from previous roles at Merrill Lynch and Banc of America Securities LLC. Mei Chan holds a Bachelor's degree in Economics @ University of Hawaii at Manoa. With a robust skill set that includes Series 7, Wealth Management, Series 63, Chinese, Series 66 and more. Mei Chan has 1 emails and 2 mobile phone numbers on RocketReach.
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