Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annie? Claim Your ProfileAnnie Chen is a registered representative with MML Investors Services, LLC, and is an active Investment Advisor representative registered with the state of New Jersey. Annie Chen is a veteran in the industry, having worked in the financial services industry since March 2010. Annie Chen holds Series 6, Series 63, Series 65, and SIE licenses. She is also an insurance broker and agent with experience in life, disability, and property and casualty insurance. Annie Chen has worked with a variety of clients, including individuals, high-net-worth individuals, corporations, trusts, foundations, pension plans, and charitable organizations. Annie Chen provides financial planning, investment management, and portfolio management services.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
NJ
10/26/2023 - Present
MML Investors Services, LLC (PARAMUS NJ)
NJ
03/11/2010 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PARAMUS NJ)
IA
Issued 10/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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