Unclaimed
Haiqing Chen is a financial professional with over 4 years of experience in the financial services industry. Haiqing Chen is a registered representative of Park Avenue Securities LLC and an Investment Advisor Representative of Park Avenue Securities LLC. Prior to joining Park Avenue Securities LLC, Haiqing Chen was a registered representative of MML Investors Services, LLC, and NYLIFE Securities LLC. Haiqing Chen holds Series 7TO, Series 63, and SIE licenses. Haiqing Chen has earned the designations of Certified Financial Planner, Chartered Financial Consultant, and Chartered Financial Analyst.
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.
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
04/18/2024 - Present
Park Avenue Securities LLC (CAMPBELL CA)
CA
01/27/2023 - 03/28/2024
MML INVESTORS SERVICES, LLC (SAN JOSE CA)
CA
10/01/2019 - 01/30/2023
NYLIFE SECURITIES LLC (SAN JOSE CA)
BC
Issued 10/08/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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