Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chen? Claim Your ProfileChen Zhao is a financial advisor at Fidelity Personal And Workplace Advisors. Chen has been in the financial industry since 2008 and has held previous positions at Ameriprise Financial Services, LLC, Scottrade, Inc., J.P. Morgan Securities LLC, and Edward Jones. Chen is registered to provide investment advice in 52 states and is also a registered representative with FINRA.
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.
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.
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.
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2
TX
12/14/2022 - Present
Fidelity Personal AND Workplace Advisors (KINGWOOD TX)
TX
06/03/2019 - 10/27/2022
AMERIPRISE FINANCIAL SERVICES, LLC (KINGWOOD TX)
TX
07/19/2013 - 03/09/2018
SCOTTRADE, INC. (KINGWOOD TX)
TX
03/11/2013 - 07/02/2013
J.P. MORGAN SECURITIES LLC (KINGWOOD TX)
TX
01/31/2008 - 02/12/2013
EDWARD JONES (KINGWOOD TX)
TX
09/14/2006 - 12/31/2007
PRINCOR FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 09/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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