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Cherry Yu Chen

Pimco Investments LLC

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About Cherry Yu Chen

Cherry Yu Chen is a financial professional with over 10 years of experience in the industry. Currently, Cherry Yu Chen is registered with Pimco Investments LLC in Newport Beach, California. Previously, Cherry Yu Chen has held positions with RAINMAKER SECURITIES, LLC and SIGNATOR INVESTORS, INC.. Cherry Yu Chen holds the Series 63, SIE, and Series 7 licenses.

Firm Information

Cherry Chen is currently registered with Pimco Investments LLC. Pimco Investments LLC is a Limited Liability Company formed in 2010. The firm is registered to provide investment advisory services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

290

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Cherry Chen’s Registration & Firm History

CA

09/16/2016 - Present

Pimco Investments LLC (NEWPORT BEACH CA)

FL

01/18/2016 - 03/24/2016

RAINMAKER SECURITIES, LLC (CORAL GABLES FL)

CA

12/20/2010 - 12/10/2015

SIGNATOR INVESTORS, INC. (ANAHEIM CA)

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Licenses & Designations

BC

Issued 07/19/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cherry Yu Chen.
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