Chingpao Chang
Professional summary
Chingpao Chang, who also goes by Chinpao Chang, Christina Chang, was a registered financial advisor .
Chingpao is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Chingpao had worked at 6 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 5, 2026 - Present
Office #1: 2350 Mission College Blvd Ste 988, Santa Clara, CA 95054
August 15, 2022 - August 4, 2026
CETERA INVESTMENT ADVISERS LLC
August 15, 2022 - August 4, 2026
CETERA INVESTMENT SERVICES LLC
April 19, 2022 - August 15, 2022
CITIGROUP GLOBAL MARKETS INC.
April 19, 2022 - August 15, 2022
CITIGROUP GLOBAL MARKETS INC.
November 1, 2020 - April 11, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 11, 2020 - April 11, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 18, 2019 - August 20, 2020
J.P. MORGAN SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/5/2026)
(8/5/2026)
Exams
Series 7TO
Date: 9/30/2020
General Securities Representative ExaminationSeries 6TO
Date: 12/18/2019
Investment Company Products/Variable Contracts Representative ExaminationCurrent firm
No current employment
Red Flags
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