Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hongze? Claim Your ProfileHongze Victor Chen is a financial advisor with MML Investors Services, LLC, with over 20 years of experience in the financial services industry. Hongze Victor Chen has a Series 7, Series 6, Series 63, and Series 66 license. Hongze Victor Chen is also a Certified Financial Planner. Prior to joining MML Investors Services, LLC, Hongze Victor Chen was employed with MSI Financial Services, INC., and Metropolitan Life Insurance Company. Hongze Victor Chen specializes in providing financial advice to individuals, corporations, and charitable organizations.
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
CA
03/25/2017 - Present
MML Investors Services, LLC (Pleasanton CA)
CA
02/23/1999 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SAN JOSE CA)
CA
02/23/1999 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SAN JOSE CA)
NJ
08/05/1998 - 01/25/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 03/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/04/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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