Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Wei Chen is an experienced financial professional with over 20 years of experience in the industry. Edward Chen holds the Series 7, Series 24, Series 63, and Series 66 licenses as well as the SIE exam. Edward Wei Chen is currently registered with Fidelity Distributors Co. LLC and is a registered representative in 52 states. Previously, Edward Wei Chen was registered with Fidelity Brokerage Services LLC, Fidelity Investments Institutional Services Company, Inc., Invesmart Securities, LLC, and Salomon Smith Barney Inc.
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
RI
10/06/2021 - Present
Fidelity Distributors Co. LLC (SMITHFIELD RI)
CA
01/01/2008 - 09/14/2021
FIDELITY BROKERAGE SERVICES LLC (SAN FRANCISCO CA)
CA
01/24/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SAN FRANCISCO CA)
PA
01/25/2001 - 11/04/2005
INVESMART SECURITIES, LLC (PITTSBURGH PA)
NY
12/21/1998 - 02/24/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 11/18/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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