Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Doris? Claim Your ProfileDoris Meihsu Chen is a registered investment advisor with Packerland Brokerage Services, Inc. and has been in the industry since June 2010. Doris has a strong background in financial services and has held previous positions with Foresters Equity Services, Inc. and First Street Advisors. Doris is a licensed broker and has a Series 7, Series 63, and Series 65 license. Doris also specializes in providing financial planning and educational seminars.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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CA
10/12/2018 - Present
Packerland Brokerage Services, Inc. (City of Industry CA)
CA
06/25/2010 - 10/12/2018
FORESTERS EQUITY SERVICES, INC. (CITY OF INDUSTRY CA)
IA
Issued 06/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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