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Chiwen Chang

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CRD#: 1752170
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Chiwen Chang, who also goes by Chi Wen Chang, was a registered financial professional .

Chiwen is a previously registered financial professional and started their career in finance in 1987. Chiwen had worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chi Wen Chang

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 27, 1995 - January 10, 2018

FINANCIAL SCIENCES, INC.

BD
CRD#: 6653
BOSTON, MA
Past

October 20, 1987 - December 19, 1988

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/19/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FS
FINANCIAL SCIENCES, INC.
FINANCIAL SCIENCES, INC.

CRD#: 6653 / SEC#: , 8-17925

BD
Terminated by SEC on 01/21/2022
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Contact information


Main Address
Mailing Address
Phone number
Established
Massachusetts since 01/05/1974
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
LIEN, MEI SHIENDIRECTOR, SHAREHOLDER1461855
LEE, LESLIE LIENPRESIDENT, CEO, SHAREHOLDER1546537
LIEN, LESTERDIRECTOR, SHAREHOLDER4862566
LIEN, LYNDONSHAREHOLDER
CHIEN, YUN-YINGTREASURER, CFO, CCO2349701

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FINANCIAL SCIENCES, INC.

CRD#: 6653

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