linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Chinchen Chen

Integral Financial LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Chinchen? Claim Your Profile

About Chinchen Chen

Chinchen Chen is a registered representative with Integral Financial LLC. Chinchen Chen is licensed in California. Chinchen Chen has passed the Series 7TO, SIE and Series 63 exams. Integral Financial LLC is an investment advisor with its main office in Cupertino, California. Chinchen Chen specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Chinchen Chen is currently registered with Integral Financial LLC. Integral Financial LLC is a Limited Liability Company registered in California, Nevada, and Texas, established in February 2002. The firm provides financial planning and portfolio management for individuals and businesses, offering a range of services to help clients reach their financial goals. With over a decade of experience, Integral Financial LLC is dedicated to providing personalized investment advice and building long-term relationships with their clients.

Not reported

Assets Under Management

Not reported

Total Clients

8

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Chinchen Chen’s Registration & Firm History

CA

03/04/2024 - Present

Integral Financial LLC (CUPERTINO CA)

Not sure if Chinchen Chen is right for you?

Licenses & Designations

BC

Issued 03/15/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/04/2024

Series 7TO - General Securities Representative Examination

BC

Issued 12/27/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chinchen Chen.
Not sure if Chinchen Chen is right for you?