Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alphonsus? Claim Your ProfileAlphonsus Chen is a Registered Representative and Investment Advisor Representative with State Farm Investment Management Corp. Alphonsus has been in the industry since July 1998. Alphonsus is registered in California and Utah. Alphonsus holds the Series 6, Series 63 and SIE licenses. Alphonsus is also a Chartered Financial Consultant. Alphonsus specializes in portfolio management for individuals and investment companies. Alphonsus also owns and operates Al Chen Insurance Agency.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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CA
09/18/2024 - Present
State Farm Investment Management Corp. (Hercules CA)
BC
Issued 06/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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