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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wei-jeng Chen is an investment advisor representative with Fidelity Personal And Workplace Advisors. David is registered with the state of California as an investment advisor representative, and is also licensed to provide investment advice in Texas. David has been in the financial industry since 2018. David holds a Series 66 license and also passed the Series 7 and SIE exams. David has a background in financial services, having worked for Fidelity Brokerage Services LLC and E*TRADE Securities LLC. David is currently based in Campbell, California.
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
CA
03/04/2024 - Present
Fidelity Personal AND Workplace Advisors (CAMPBELL CA)
CA
08/27/2020 - 09/16/2022
E*TRADE SECURITIES LLC (CUPERTINO CA)
CA
06/07/2018 - 08/06/2020
FIDELITY BROKERAGE SERVICES LLC (SUNNYVALE CA)
BOTH
Issued 09/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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