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