Jeffrey Kwan
Tell me more about Jeffrey Kwan?
Jeffrey Kwan is a Sr. Administrator & Investment Advisor at Worldsource Securities Inc. in Canada-Ontario-Markham. With 6.7 years of work experience, he has been working at the company since January 2017. Jeffrey is a Compliance Officer in the Other department. Worldsource Securities Inc., founded in January 2012, is a company with 11-50 employees.
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About
Sr. Administrator & Investment Advisor at Worldsource Securities Inc.
Work Experience
Internal Administrative Advisor
Compliance Officer
Jeffrey Kwan's Professional Milestones
- Compliance Officer (2017-01-01~): Implementing robust compliance measures to ensure adherence to all regulatory requirements.
Certification
Colleagues
David Parr CFP
Investment Advisor
Lori Ste. Croix
Investment Advisor
Andre Bastian
director of advisor relations and business development - eastern canada
Stewart Mackie
Associate Portfolio Manager
Blake Pearson
investment advisor and branch manager pearson-reeves wealth management of worldsource securities inc
Other Named Jeffrey Kwan
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We found 2 Jeffrey Kwan's email addresses
We found 1 Jeffrey Kwan's phone numbers
Jeffrey Kwan's social media include: Linkedin,
Jeffrey Kwan works for Worldsource Securities Inc.
Jeffrey Kwan's role in Worldsource Securities Inc. is Internal Administrative Advisor
Jeffrey Kwan's colleagues are David Parr CFP,Lori Ste. Croix,Andre Bastian
Jeffrey Kwan's latest job experience is Internal Administrative Advisor at Worldsource Securities Inc.