Unclaimed
Elijah Yi-hang Chen is a registered investment advisor representative with MML Investors Services, LLC based in Seattle, WA. Elijah has been in the industry since November 26, 2023, and has a Series 66, Series 7TO and SIE license. Elijah has previous experience with Equitable Advisors, LLC in Bellevue, WA. Elijah provides a range of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
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.
Solicitors fees
1
2
WA
07/01/2024 - Present
MML Investors Services, LLC (Seattle WA)
WA
11/03/2023 - 06/06/2024
EQUITABLE ADVISORS, LLC (BELLEVUE WA)
BOTH
Issued 01/19/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Elijah Chen is the right advisor for you? Invested Better is here to help.