Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Congyuan? Claim Your ProfileCongyuan Chen is a financial advisor with Fidelity Brokerage Services LLC. Congyuan is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 63, 7TO, and SIE licenses. Congyuan is also registered as a broker in 53 states and the District of Columbia. Congyuan has been in the financial services industry since July 15, 2024.
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.
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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2
NH
07/16/2024 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
BC
Issued 08/05/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/18/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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