Inactive

Teresa Tang Chan

Goalfocus Financial, LLC

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Current Employers

Goalfocus Financial, Llc

18117 Biscayne Blvd Unit 1515, Aventura, FL 33160 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2008-01-02

MA RA
APPROVED

Since 2008-01-02

Branch Locations

18117 Biscayne Blvd Unit 1515, Aventura, FL 33160 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Goalfocus Financial, Llc	Lexington	MA	10/2007	Present
Fortune Financial Services	New Brighton	PA	12/2007	Present

10/2007 → Present

Goalfocus Financial, Llc

Lexington, MA
12/2007 → Present

Fortune Financial Services

New Brighton, PA

Other Businesses

SELL FIXED INSURANCE PRODUCTS. FEE-BASED FINANCIAL PLANNING AND ASSET MANAGEMENT. 120 HRS/MONTH DURING TRADING HRS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-10-15

S66 Uniform Combined State Law Examination

2003-10-15

Designations

Other Names

Teresa Tang
Teresa Lai-Ping Tang
Teresa Chan

View on SEC IAPD

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