Simon Chan

from Insight Securities, Inc.
SEC regulated
Regulated Investment Advisor
Simon Chan is a financial advisor based in Illinois, Highland Park, with 15 years of experience. Simon currently works for Insight Securities, Inc.. Simon maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Simon Chan works at Insight Securities, Inc.
Insight Securities, Inc. is a financial advisory firm based in Highland Park, Illinois. It currently has approximately $126,748,211 of assets under management and employs about 23 people. Insight Securities, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
9 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and commissions
Office location
600 Central Ave., Suite 293, Highland Park, Illinois, 60035

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