CHAN TE PENG

Financial Advisor at YUANTA SECURITIES
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Contact Information
us****@****om
(386) 825-5501
Location
Taipei–Keelung Metropolitan area, TW

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Credentials

  • CFP(CERTIFIED FINANCIAL PLANNER)
    國際理財規劃顧問認證總會
    May, 2021
    - Oct, 2024
  • Japanese Language Proficiency Test
    公財法人日本国際教育支援協会
    Sep, 2019
    - Oct, 2024
  • 投資型保險業務員
    壽險公會
    Jun, 2015
    - Oct, 2024
  • Certified Securities Investment Analyst
    Securities and Futures Institute
    Dec, 2013
    - Oct, 2024
  • 外幣保單業務員
    壽險公會
    Oct, 2012
    - Oct, 2024
  • 信託業務員
    台灣金融研訓院 TABF
    Jan, 2005
    - Oct, 2024
  • 壽險業務員
    壽險公會
    Jul, 2004
    - Oct, 2024
  • 投信投顧業務員
    證券與期貨發展基金會
    Jul, 2004
    - Oct, 2024
  • 理財規劃專員
    台灣金融研訓院 TABF
    Apr, 2004
    - Oct, 2024
  • 證券商高級業務員
    證券與期貨發展基金會
    Apr, 2004
    - Oct, 2024
  • 銀行內部控制
    台灣金融研訓院 TABF
    Apr, 2004
    - Oct, 2024
  • 期貨業務員
    證券與期貨發展基金會
    Jan, 2004
    - Oct, 2024

Experience

  • YUANTA SECURITIES
    • Financial Services
    • 400 - 500 Employee
    • Financial Advisor
      • Jan 2007 - Present

      Stock and futures Broker, sales and taxation and financial planning. Stock and futures Broker, sales and taxation and financial planning.

Education

  • 銘傳大學
    學士, 企業管理
    2000 - 2004

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