Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Chen is a Registered Representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Chen has been in the securities industry since 2013. Chen holds a Series 66 license. Chen has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since July 2024. Previously, Chen worked at CrowdStreet Advisors in Austin, TX, Fortress Investment Group in Dallas, TX, and Related Companies in New York, NY. Chen also has experience at BNY Mellon, Bank of America, N.A. and has worked at N/A in both New York and Irvine, CA.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
10/26/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BREA CA)
Active
Inactive
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